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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 | $57,297 | $183,627-68.8% | $155,602-63.2% | $145,978-60.7% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 39.57% | 61.32%-21.7pp | 64.81%-25.2pp | 550.52%-511.0pp |
| Employer contribution / active EE | $693 | $5,316-87.0% | $4,675-85.2% | $4,662-85.1% |
| Participant deferral / active EE | $4,500 | $6,466-30.4% | $5,629-20.1% | $6,690-32.7% |
| Admin fee / account holder | $410 | $19,327-97.9% | $15,923-97.4% | $13,400-96.9% |