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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 | $78,328 | $217,432-64.0% | $185,849-57.9% | $167,536-53.2% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 15.22% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $994 | $5,875-83.1% | $5,169-80.8% | $4,839-79.5% |
| Participant deferral / active EE | $3,594 | $6,357-43.5% | $5,569-35.5% | $6,342-43.3% |
| Admin fee / account holder | $1,489 | $19,818-92.5% | $16,244-90.8% | $12,315-87.9% |