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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 | $57,421 | $201,344-71.5% | $184,243-68.8% | $145,877-60.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 17.19% | 29.01%-11.8pp | 28.82%-11.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $708 | $7,022-89.9% | $6,427-89.0% | $4,663-84.8% |
| Participant deferral / active EE | $3,717 | $9,807-62.1% | $9,132-59.3% | $6,691-44.5% |
| Admin fee / account holder | $391 | $16,382-97.6% | $13,914-97.2% | $13,402-97.1% |