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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 | $183,516-75.8% | $155,534-71.5% | $145,884-69.6% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 9.07% | 61.43%-52.4pp | 64.92%-55.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $457 | $5,315-91.4% | $4,675-90.2% | $4,662-90.2% |
| Participant deferral / active EE | $2,885 | $6,467-55.4% | $5,630-48.8% | $6,690-56.9% |
| Admin fee / account holder | $21,561 | $19,293+11.8% | $15,900+35.6% | $13,392+61.0% |