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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 | $61,236 | $139,948-56.2% | $121,663-49.7% | $154,746-60.4% |
| Participation rate | 53.3% | 78.0%-24.7pp | 74.5%-21.2pp | 80.7%-27.4pp |
| Annual return | 17.38% | 230.52%-213.1pp | 147.54%-130.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $604 | $3,521-82.9% | $3,020-80.0% | $4,379-86.2% |
| Participant deferral / active EE | $1,829 | $5,629-67.5% | $4,887-62.6% | $6,730-72.8% |
| Admin fee / account holder | $448 | $17,321-97.4% | $14,289-96.9% | $14,365-96.9% |