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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 | $184,014-70.0% | $161,149-65.8% | $138,895-60.3% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.8%-22.6pp | 79.9%-23.7pp |
| Annual return | 21.41% | 21.52%-0.1pp | 21.16%+0.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $702 | $5,055-86.1% | $4,360-83.9% | $4,194-83.3% |
| Participant deferral / active EE | $4,449 | $6,909-35.6% | $6,153-27.7% | $6,396-30.4% |
| Admin fee / account holder | $318 | $18,027-98.2% | $15,194-97.9% | $12,562-97.5% |