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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,797 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 114.74% | 74.59%+40.2pp | 66.58%+48.2pp | 220.34%-105.6pp |
| Employer contribution / active EE | $490 | $4,804-89.8% | $4,554-89.2% | $4,156-88.2% |
| Participant deferral / active EE | $7,255 | $8,216-11.7% | $7,897-8.1% | $6,407+13.2% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |