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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 | $57,660 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $694 | $4,804-85.6% | $4,554-84.8% | $4,156-83.3% |
| Participant deferral / active EE | $2,514 | $8,216-69.4% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $379 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |