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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 | $47,444 | $211,224-77.5% | $178,505-73.4% | $145,897-67.5% |
| Participation rate | 13.0% | 80.8%-67.8pp | 77.1%-64.1pp | 80.3%-67.3pp |
| Annual return | 10.26% | 30.28%-20.0pp | 27.16%-16.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $419 | $4,577-90.8% | $3,955-89.4% | $4,663-91.0% |
| Participant deferral / active EE | $1,573 | $6,966-77.4% | $6,280-74.9% | $6,689-76.5% |
| Admin fee / account holder | $310 | $12,109-97.4% | $10,428-97.0% | $13,390-97.7% |