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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 | $61,619 | $160,028-61.5% | $147,080-58.1% | $145,884-57.8% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.34% | 98.60%-74.3pp | 420.17%-395.8pp | 551.85%-527.5pp |
| Employer contribution / active EE | $734 | $5,286-86.1% | $4,933-85.1% | $4,662-84.3% |
| Participant deferral / active EE | $4,016 | $8,422-52.3% | $8,066-50.2% | $6,690-40.0% |
| Admin fee / account holder | $911 | $15,030-93.9% | $12,989-93.0% | $13,392-93.2% |