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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 | $30,340 | $140,592-78.4% | $123,105-75.4% | $125,389-75.8% |
| Participation rate | 56.5% | 88.2%-31.7pp | 86.8%-30.3pp | 83.2%-26.7pp |
| Annual return | -2.54% | 16.80%-19.3pp | 13.22%-15.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,177 | $6,041-80.5% | $5,151-77.1% | $4,866-75.8% |
| Participant deferral / active EE | $3,441 | $6,980-50.7% | $6,229-44.8% | $5,352-35.7% |
| Admin fee / account holder | $11,003 | $11,198-1.7% | $9,014+22.1% | $9,541+15.3% |