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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 | $47,078 | $201,370-76.6% | $184,256-74.4% | $145,897-67.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 12.20% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $898 | $7,024-87.2% | $6,427-86.0% | $4,663-80.7% |
| Participant deferral / active EE | $4,293 | $9,808-56.2% | $9,133-53.0% | $6,689-35.8% |
| Admin fee / account holder | $495 | $16,364-97.0% | $13,899-96.4% | $13,390-96.3% |