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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 | $74,519 | $183,539-59.4% | $155,556-52.1% | $145,897-48.9% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 30.65% | 61.31%-30.7pp | 64.84%-34.2pp | 552.29%-521.6pp |
| Employer contribution / active EE | $847 | $5,315-84.1% | $4,675-81.9% | $4,663-81.8% |
| Participant deferral / active EE | $2,448 | $6,467-62.1% | $5,631-56.5% | $6,689-63.4% |
| Admin fee / account holder | $1,284 | $19,275-93.3% | $15,885-91.9% | $13,390-90.4% |