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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 | $41,174 | $154,228-73.3% | $145,433-71.7% | $137,256-70.0% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $457 | $4,804-90.5% | $4,554-90.0% | $4,156-89.0% |
| Participant deferral / active EE | $2,452 | $8,216-70.2% | $7,897-68.9% | $6,407-61.7% |
| Admin fee / account holder | $622 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |