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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 | $30,067 | $178,174-83.1% | $156,181-80.7% | $137,256-78.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 16.72% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $848 | $4,972-82.9% | $4,294-80.3% | $4,156-79.6% |
| Participant deferral / active EE | $4,240 | $6,888-38.4% | $6,132-30.9% | $6,407-33.8% |
| Admin fee / account holder | $633 | $17,404-96.4% | $14,586-95.7% | $12,270-94.8% |