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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 | $56,023 | $228,352-75.5% | $185,835-69.9% | $158,966-64.8% |
| Participation rate | 56.5% | 82.3%-25.8pp | 78.0%-21.5pp | 82.0%-25.4pp |
| Annual return | 15.68% | 40.81%-25.1pp | 35.96%-20.3pp | 302.95%-287.3pp |
| Employer contribution / active EE | $292 | $4,967-94.1% | $4,087-92.9% | $4,762-93.9% |
| Participant deferral / active EE | $2,431 | $6,416-62.1% | $5,633-56.8% | $5,983-59.4% |
| Admin fee / account holder | $963 | $11,867-91.9% | $9,502-89.9% | $11,250-91.4% |