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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 | $55,121 | $185,312-70.3% | $161,489-65.9% | $154,746-64.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.02% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $750 | $4,769-84.3% | $4,268-82.4% | $4,379-82.9% |
| Participant deferral / active EE | $4,411 | $6,350-30.5% | $5,630-21.6% | $6,730-34.5% |
| Admin fee / account holder | $604 | $18,654-96.8% | $16,006-96.2% | $14,365-95.8% |