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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 | $63,911 | $183,516-65.2% | $155,534-58.9% | $145,884-56.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 28.35% | 61.43%-33.1pp | 64.92%-36.6pp | 551.85%-523.5pp |
| Employer contribution / active EE | $938 | $5,315-82.3% | $4,675-79.9% | $4,662-79.9% |
| Participant deferral / active EE | $4,339 | $6,467-32.9% | $5,630-22.9% | $6,690-35.1% |
| Admin fee / account holder | $429 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |