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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 | $59,038 | $160,040-63.1% | $147,096-59.9% | $145,877-59.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $864 | $5,289-83.7% | $4,936-82.5% | $4,663-81.5% |
| Participant deferral / active EE | $5,833 | $8,429-30.8% | $8,071-27.7% | $6,691-12.8% |
| Admin fee / account holder | $613 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |