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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 | $57,159 | $183,539-68.9% | $155,556-63.3% | $145,897-60.8% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 10.03% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $869 | $5,315-83.6% | $4,675-81.4% | $4,663-81.4% |
| Participant deferral / active EE | $3,451 | $6,467-46.6% | $5,631-38.7% | $6,689-48.4% |
| Admin fee / account holder | $3,520 | $19,275-81.7% | $15,885-77.8% | $13,390-73.7% |