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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 | $49,887 | $183,516-72.8% | $155,534-67.9% | $145,884-65.8% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 12.54% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $687 | $5,315-87.1% | $4,675-85.3% | $4,662-85.3% |
| Participant deferral / active EE | $2,236 | $6,467-65.4% | $5,630-60.3% | $6,690-66.6% |
| Admin fee / account holder | $12,352 | $19,293-36.0% | $15,900-22.3% | $13,392-7.8% |