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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 | $66,324 | $183,516-63.9% | $155,534-57.4% | $145,884-54.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 13.11% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $765 | $5,315-85.6% | $4,675-83.6% | $4,662-83.6% |
| Participant deferral / active EE | $5,073 | $6,467-21.6% | $5,630-9.9% | $6,690-24.2% |
| Admin fee / account holder | $3,842 | $19,293-80.1% | $15,900-75.8% | $13,392-71.3% |