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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 | $66,808 | $185,312-63.9% | $161,489-58.6% | $154,746-56.8% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.7%-56.5pp | 80.7%-58.5pp |
| Annual return | 10.62% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $495 | $4,769-89.6% | $4,268-88.4% | $4,379-88.7% |
| Participant deferral / active EE | $4,297 | $6,350-32.3% | $5,630-23.7% | $6,730-36.1% |
| Admin fee / account holder | $444 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |