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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 | $52,355 | $183,592-71.5% | $155,574-66.3% | $145,877-64.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.77% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $167 | $5,317-96.9% | $4,676-96.4% | $4,663-96.4% |
| Participant deferral / active EE | $2,000 | $6,466-69.1% | $5,629-64.5% | $6,691-70.1% |
| Admin fee / account holder | $495 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |