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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 | $41,940 | $202,440-79.3% | $169,390-75.2% | $139,466-69.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 15.92% | 532.36%-516.4pp | 406.07%-390.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $527 | $4,693-88.8% | $4,013-86.9% | $4,754-88.9% |
| Participant deferral / active EE | $4,319 | $6,940-37.8% | $6,222-30.6% | $6,712-35.6% |
| Admin fee / account holder | $1,166 | $10,722-89.1% | $9,015-87.1% | $11,409-89.8% |