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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 | $78,486 | $185,312-57.6% | $161,489-51.4% | $154,746-49.3% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 18.10% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $599 | $4,769-87.4% | $4,268-86.0% | $4,379-86.3% |
| Participant deferral / active EE | $4,147 | $6,350-34.7% | $5,630-26.3% | $6,730-38.4% |
| Admin fee / account holder | $804 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |