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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 | $65,804 | $217,427-69.7% | $185,837-64.6% | $167,518-60.7% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 13.76% | 148.39%-134.6pp | 122.08%-108.3pp | 478.71%-464.9pp |
| Employer contribution / active EE | $593 | $5,874-89.9% | $5,168-88.5% | $4,838-87.7% |
| Participant deferral / active EE | $2,819 | $6,357-55.7% | $5,568-49.4% | $6,342-55.6% |
| Admin fee / account holder | $825 | $19,816-95.8% | $16,241-94.9% | $12,312-93.3% |