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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 | $63,086 | $154,228-59.1% | $145,433-56.6% | $137,256-54.0% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $159 | $4,804-96.7% | $4,554-96.5% | $4,156-96.2% |
| Participant deferral / active EE | $9,882 | $8,216+20.3% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $15,074 | $14,344+5.1% | $13,129+14.8% | $12,270+22.9% |