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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 | $53,488 | $162,136-67.0% | $152,301-64.9% | $154,746-65.4% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $817 | $4,890-83.3% | $4,624-82.3% | $4,379-81.4% |
| Participant deferral / active EE | $4,013 | $8,341-51.9% | $8,004-49.9% | $6,730-40.4% |
| Admin fee / account holder | $6,681 | $15,759-57.6% | $14,398-53.6% | $14,365-53.5% |