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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 | $52,436 | $162,136-67.7% | $152,301-65.6% | $154,746-66.1% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 16.04% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $792 | $4,890-83.8% | $4,624-82.9% | $4,379-81.9% |
| Participant deferral / active EE | $2,779 | $8,341-66.7% | $8,004-65.3% | $6,730-58.7% |
| Admin fee / account holder | $21,762 | $15,759+38.1% | $14,398+51.1% | $14,365+51.5% |