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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 | $30,358 | $154,228-80.3% | $145,433-79.1% | $137,256-77.9% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 15.14% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $698 | $4,804-85.5% | $4,554-84.7% | $4,156-83.2% |
| Participant deferral / active EE | $4,133 | $8,216-49.7% | $7,897-47.7% | $6,407-35.5% |
| Admin fee / account holder | $1,003 | $14,344-93.0% | $13,129-92.4% | $12,270-91.8% |