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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 | $44,378 | $183,539-75.8% | $155,556-71.5% | $145,897-69.6% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 9.07% | 61.31%-52.2pp | 64.84%-55.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $457 | $5,315-91.4% | $4,675-90.2% | $4,663-90.2% |
| Participant deferral / active EE | $2,885 | $6,467-55.4% | $5,631-48.8% | $6,689-56.9% |
| Admin fee / account holder | $21,561 | $19,275+11.9% | $15,885+35.7% | $13,390+61.0% |