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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 | $154,228-65.8% | $145,433-63.8% | $137,256-61.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 13.32% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $119 | $4,804-97.5% | $4,554-97.4% | $4,156-97.1% |
| Participant deferral / active EE | $6,615 | $8,216-19.5% | $7,897-16.2% | $6,407+3.2% |
| Admin fee / account holder | $2,379 | $14,344-83.4% | $13,129-81.9% | $12,270-80.6% |