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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 | $52,686 | $162,136-67.5% | $152,301-65.4% | $154,746-66.0% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 13.32% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $119 | $4,890-97.6% | $4,624-97.4% | $4,379-97.3% |
| Participant deferral / active EE | $6,615 | $8,341-20.7% | $8,004-17.4% | $6,730-1.7% |
| Admin fee / account holder | $2,379 | $15,759-84.9% | $14,398-83.5% | $14,365-83.4% |