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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 | $43,251 | $183,627-76.4% | $155,602-72.2% | $145,978-70.4% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 10.57% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $315 | $5,316-94.1% | $4,675-93.3% | $4,662-93.3% |
| Participant deferral / active EE | $1,929 | $6,466-70.2% | $5,629-65.7% | $6,690-71.2% |
| Admin fee / account holder | $621 | $19,327-96.8% | $15,923-96.1% | $13,400-95.4% |