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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 | $156,398-66.3% | $147,318-64.2% | $138,895-62.1% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.4pp | 79.9%-33.3pp |
| Annual return | 13.32% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $119 | $4,853-97.6% | $4,593-97.4% | $4,194-97.2% |
| Participant deferral / active EE | $6,615 | $8,237-19.7% | $7,906-16.3% | $6,396+3.4% |
| Admin fee / account holder | $2,379 | $14,976-84.1% | $13,708-82.6% | $12,562-81.1% |