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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 | $28,657 | $161,352-82.2% | $134,172-78.6% | $137,256-79.1% |
| Participation rate | 36.4% | 78.3%-41.9pp | 72.5%-36.1pp | 80.0%-43.6pp |
| Annual return | 11.81% | 28.72%-16.9pp | 25.30%-13.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $529 | $4,099-87.1% | $3,420-84.5% | $4,156-87.3% |
| Participant deferral / active EE | $1,794 | $5,552-67.7% | $4,690-61.7% | $6,407-72.0% |
| Admin fee / account holder | $2,530 | $15,028-83.2% | $12,016-78.9% | $12,270-79.4% |