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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 | $30,432 | $154,228-80.3% | $145,433-79.1% | $137,256-77.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.27% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $547 | $4,804-88.6% | $4,554-88.0% | $4,156-86.8% |
| Participant deferral / active EE | $2,521 | $8,216-69.3% | $7,897-68.1% | $6,407-60.7% |
| Admin fee / account holder | $1,582 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |