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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 | $52,453 | $160,040-67.2% | $147,096-64.3% | $145,877-64.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 18.31% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $795 | $5,289-85.0% | $4,936-83.9% | $4,663-83.0% |
| Participant deferral / active EE | $5,908 | $8,429-29.9% | $8,071-26.8% | $6,691-11.7% |
| Admin fee / account holder | $1,791 | $15,050-88.1% | $13,005-86.2% | $13,402-86.6% |