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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 | $77,889 | $148,629-47.6% | $135,982-42.7% | $139,487-44.2% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 15.41% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $763 | $5,247-85.5% | $4,859-84.3% | $4,755-84.0% |
| Participant deferral / active EE | $2,696 | $8,102-66.7% | $7,760-65.3% | $6,713-59.8% |
| Admin fee / account holder | $1,290 | $12,406-89.6% | $10,767-88.0% | $11,407-88.7% |