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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 | $62,961 | $198,462-68.3% | $170,439-63.1% | $147,585-57.3% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 18.92% | 257.30%-238.4pp | 205.94%-187.0pp | 578.58%-559.7pp |
| Employer contribution / active EE | $815 | $6,184-86.8% | $5,433-85.0% | $4,876-83.3% |
| Participant deferral / active EE | $2,215 | $5,629-60.7% | $4,939-55.2% | $5,439-59.3% |
| Admin fee / account holder | $699 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |