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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 | $29,965 | $114,119-73.7% | $107,187-72.0% | $138,895-78.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 20.50% | 273.21%-252.7pp | 204.55%-184.1pp | 145.39%-124.9pp |
| Employer contribution / active EE | $472 | $4,059-88.4% | $3,782-87.5% | $4,194-88.7% |
| Participant deferral / active EE | $3,744 | $5,538-32.4% | $5,096-26.5% | $6,396-41.5% |
| Admin fee / account holder | $1,018 | $10,024-89.8% | $9,162-88.9% | $12,562-91.9% |