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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 | $63,457 | $183,516-65.4% | $155,534-59.2% | $145,884-56.5% |
| Participation rate | 11.8% | 82.7%-70.9pp | 78.2%-66.5pp | 80.3%-68.5pp |
| Annual return | 10.88% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $765 | $5,315-85.6% | $4,675-83.6% | $4,662-83.6% |
| Participant deferral / active EE | $2,271 | $6,467-64.9% | $5,630-59.7% | $6,690-66.1% |
| Admin fee / account holder | $547 | $19,293-97.2% | $15,900-96.6% | $13,392-95.9% |