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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 | $38,998 | $154,228-74.7% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $386 | $4,804-92.0% | $4,554-91.5% | $4,156-90.7% |
| Participant deferral / active EE | $2,434 | $8,216-70.4% | $7,897-69.2% | $6,407-62.0% |
| Admin fee / account holder | $10,183 | $14,344-29.0% | $13,129-22.4% | $12,270-17.0% |