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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 | $63,268 | $162,821-61.1% | $133,978-52.8% | $158,982-60.2% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 14.57% | 41.95%-27.4pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $839 | $4,976-83.1% | $3,919-78.6% | $4,763-82.4% |
| Participant deferral / active EE | $2,534 | $5,910-57.1% | $5,047-49.8% | $5,983-57.6% |
| Admin fee / account holder | $4,440 | $11,742-62.2% | $8,930-50.3% | $11,252-60.5% |