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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 | $64,111 | $154,228-58.4% | $145,433-55.9% | $137,256-53.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $587 | $4,804-87.8% | $4,554-87.1% | $4,156-85.9% |
| Participant deferral / active EE | $5,745 | $8,216-30.1% | $7,897-27.3% | $6,407-10.3% |
| Admin fee / account holder | $5,110 | $14,344-64.4% | $13,129-61.1% | $12,270-58.4% |