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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 | $44,798 | $154,228-71.0% | $145,433-69.2% | $137,256-67.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.67% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $776 | $4,804-83.8% | $4,554-83.0% | $4,156-81.3% |
| Participant deferral / active EE | $7,178 | $8,216-12.6% | $7,897-9.1% | $6,407+12.0% |
| Admin fee / account holder | $363 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |