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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 | $60,314 | $183,516-67.1% | $155,534-61.2% | $145,884-58.7% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 10.37% | 61.43%-51.1pp | 64.92%-54.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $544 | $5,315-89.8% | $4,675-88.4% | $4,662-88.3% |
| Participant deferral / active EE | $2,618 | $6,467-59.5% | $5,630-53.5% | $6,690-60.9% |
| Admin fee / account holder | $938 | $19,293-95.1% | $15,900-94.1% | $13,392-93.0% |