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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 | $50,531 | $184,014-72.5% | $161,149-68.6% | $138,895-63.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.8%-24.3pp | 79.9%-25.4pp |
| Annual return | 19.15% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $967 | $5,055-80.9% | $4,360-77.8% | $4,194-77.0% |
| Participant deferral / active EE | $2,656 | $6,909-61.6% | $6,153-56.8% | $6,396-58.5% |
| Admin fee / account holder | $18,995 | $18,027+5.4% | $15,194+25.0% | $12,562+51.2% |