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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 | $143,009 | $282,059-49.3% | $213,469-33.0% | $154,746-7.6% |
| Participation rate | 37.5% | 82.7%-45.2pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 14.21% | 20.90%-6.7pp | 20.58%-6.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $473 | $6,189-92.4% | $4,994-90.5% | $4,379-89.2% |
| Participant deferral / active EE | $5,080 | $8,186-37.9% | $6,841-25.7% | $6,730-24.5% |
| Admin fee / account holder | $981 | $37,435-97.4% | $27,141-96.4% | $14,365-93.2% |