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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 | $20,725 | $185,312-88.8% | $161,489-87.2% | $154,746-86.6% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.7%-34.9pp | 80.7%-37.0pp |
| Annual return | 15.12% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $725 | $4,769-84.8% | $4,268-83.0% | $4,379-83.4% |
| Participant deferral / active EE | $3,679 | $6,350-42.1% | $5,630-34.6% | $6,730-45.3% |
| Admin fee / account holder | $1,230 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |