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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 | $61,749 | $174,379-64.6% | $152,093-59.4% | $138,895-55.5% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 12.86% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $883 | $4,652-81.0% | $4,175-78.9% | $4,194-79.0% |
| Participant deferral / active EE | $3,958 | $6,159-35.7% | $5,451-27.4% | $6,396-38.1% |
| Admin fee / account holder | $6,151 | $16,880-63.6% | $14,497-57.6% | $12,562-51.0% |