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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 | $62,228 | $148,582-58.1% | $135,942-54.2% | $139,456-55.4% |
| Participation rate | 38.1% | 83.9%-45.8pp | 81.9%-43.8pp | 80.3%-42.2pp |
| Annual return | 15.36% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $472 | $5,245-91.0% | $4,858-90.3% | $4,753-90.1% |
| Participant deferral / active EE | $3,235 | $8,101-60.1% | $7,759-58.3% | $6,711-51.8% |
| Admin fee / account holder | $2,977 | $12,402-76.0% | $10,764-72.3% | $11,407-73.9% |