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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 | $77,562 | $183,592-57.8% | $155,567-50.1% | $145,959-46.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 13.56% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $715 | $5,315-86.5% | $4,674-84.7% | $4,661-84.6% |
| Participant deferral / active EE | $2,888 | $6,464-55.3% | $5,628-48.7% | $6,689-56.8% |
| Admin fee / account holder | $2,672 | $19,318-86.2% | $15,916-83.2% | $13,398-80.1% |