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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 | $58,653 | $174,379-66.4% | $152,093-61.4% | $138,895-57.8% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 19.43% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $662 | $4,652-85.8% | $4,175-84.1% | $4,194-84.2% |
| Participant deferral / active EE | $3,982 | $6,159-35.4% | $5,451-27.0% | $6,396-37.7% |
| Admin fee / account holder | $2,065 | $16,880-87.8% | $14,497-85.8% | $12,562-83.6% |