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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 | $55,045 | $172,111-68.0% | $150,298-63.4% | $137,256-59.9% |
| Participation rate | 45.0% | 81.7%-36.7pp | 77.8%-32.8pp | 80.0%-35.0pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $735 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $3,393 | $6,166-45.0% | $5,453-37.8% | $6,407-47.0% |
| Admin fee / account holder | $1,740 | $16,471-89.4% | $14,116-87.7% | $12,270-85.8% |