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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 | $57,899 | $154,228-62.5% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $203 | $4,804-95.8% | $4,554-95.5% | $4,156-95.1% |
| Participant deferral / active EE | $2,484 | $8,216-69.8% | $7,897-68.5% | $6,407-61.2% |
| Admin fee / account holder | $759 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |