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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 | $58,362 | $174,379-66.5% | $152,093-61.6% | $138,895-58.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 29.02% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.4pp |
| Employer contribution / active EE | $450 | $4,652-90.3% | $4,175-89.2% | $4,194-89.3% |
| Participant deferral / active EE | $5,876 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $4,972 | $16,880-70.5% | $14,497-65.7% | $12,562-60.4% |