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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 | $66,660 | $183,627-63.7% | $155,602-57.2% | $145,978-54.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.07% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $510 | $5,316-90.4% | $4,675-89.1% | $4,662-89.1% |
| Participant deferral / active EE | $1,911 | $6,466-70.5% | $5,629-66.1% | $6,690-71.4% |
| Admin fee / account holder | $649 | $19,327-96.6% | $15,923-95.9% | $13,400-95.2% |