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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 | $63,450 | $155,555-59.2% | $146,866-56.8% | $155,188-59.1% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 21.83% | 115.41%-93.6pp | 102.85%-81.0pp | 148.84%-127.0pp |
| Employer contribution / active EE | $658 | $4,647-85.8% | $4,425-85.1% | $4,248-84.5% |
| Participant deferral / active EE | $4,273 | $8,044-46.9% | $7,759-44.9% | $6,531-34.6% |
| Admin fee / account holder | $483 | $14,755-96.7% | $13,620-96.5% | $14,480-96.7% |