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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 | $58,325 | $181,062-67.8% | $158,223-63.1% | $155,188-62.4% |
| Participation rate | 53.8% | 82.7%-28.8pp | 79.2%-25.4pp | 80.8%-27.0pp |
| Annual return | 21.62% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $895 | $4,565-80.4% | $4,109-78.2% | $4,248-78.9% |
| Participant deferral / active EE | $2,143 | $6,134-65.1% | $5,467-60.8% | $6,531-67.2% |
| Admin fee / account holder | $588 | $18,825-96.9% | $16,047-96.3% | $14,480-95.9% |