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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 | $60,964 | $148,629-59.0% | $135,982-55.2% | $139,487-56.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 28.87% | 79.33%-50.5pp | 68.32%-39.5pp | 373.84%-345.0pp |
| Employer contribution / active EE | $917 | $5,247-82.5% | $4,859-81.1% | $4,755-80.7% |
| Participant deferral / active EE | $4,232 | $8,102-47.8% | $7,760-45.5% | $6,713-37.0% |
| Admin fee / account holder | $711 | $12,406-94.3% | $10,767-93.4% | $11,407-93.8% |