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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 | $44,953 | $156,398-71.3% | $147,318-69.5% | $138,895-67.6% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 79.9%-41.0pp |
| Annual return | 15.19% | 78.75%-63.6pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $856 | $4,853-82.4% | $4,593-81.4% | $4,194-79.6% |
| Participant deferral / active EE | $2,648 | $8,237-67.9% | $7,906-66.5% | $6,396-58.6% |
| Admin fee / account holder | $453 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |