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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 | $46,594 | $183,627-74.6% | $155,602-70.1% | $145,978-68.1% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 13.04% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $830 | $5,316-84.4% | $4,675-82.2% | $4,662-82.2% |
| Participant deferral / active EE | $2,854 | $6,466-55.9% | $5,629-49.3% | $6,690-57.3% |
| Admin fee / account holder | $911 | $19,327-95.3% | $15,923-94.3% | $13,400-93.2% |