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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 | $57,449 | $185,312-69.0% | $161,489-64.4% | $154,746-62.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.16% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $750 | $4,769-84.3% | $4,268-82.4% | $4,379-82.9% |
| Participant deferral / active EE | $8,125 | $6,350+28.0% | $5,630+44.3% | $6,730+20.7% |
| Admin fee / account holder | $1,246 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |