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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 | $66,473 | $154,228-56.9% | $145,433-54.3% | $137,256-51.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $531 | $4,804-88.9% | $4,554-88.3% | $4,156-87.2% |
| Participant deferral / active EE | $8,506 | $8,216+3.5% | $7,897+7.7% | $6,407+32.8% |
| Admin fee / account holder | $583 | $14,344-95.9% | $13,129-95.6% | $12,270-95.2% |