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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 | $55,192 | $178,174-69.0% | $156,181-64.7% | $137,256-59.8% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.8%-22.6pp | 80.0%-23.7pp |
| Annual return | 21.41% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $702 | $4,972-85.9% | $4,294-83.6% | $4,156-83.1% |
| Participant deferral / active EE | $4,449 | $6,888-35.4% | $6,132-27.5% | $6,407-30.6% |
| Admin fee / account holder | $318 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |