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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 | $172,111-61.9% | $150,298-56.4% | $137,256-52.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 20.29% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $686 | $4,636-85.2% | $4,154-83.5% | $4,156-83.5% |
| Participant deferral / active EE | $3,664 | $6,166-40.6% | $5,453-32.8% | $6,407-42.8% |
| Admin fee / account holder | $1,255 | $16,471-92.4% | $14,116-91.1% | $12,270-89.8% |