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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 | $65,506 | $185,312-64.7% | $161,489-59.4% | $154,746-57.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 20.29% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $686 | $4,769-85.6% | $4,268-83.9% | $4,379-84.3% |
| Participant deferral / active EE | $3,664 | $6,350-42.3% | $5,630-34.9% | $6,730-45.6% |
| Admin fee / account holder | $1,255 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |