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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 | $44,640 | $185,312-75.9% | $161,489-72.4% | $154,746-71.2% |
| Participation rate | 45.8% | 82.5%-36.6pp | 78.7%-32.9pp | 80.7%-34.9pp |
| Annual return | 15.77% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $225 | $4,769-95.3% | $4,268-94.7% | $4,379-94.9% |
| Participant deferral / active EE | $1,997 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $4,879 | $18,654-73.8% | $16,006-69.5% | $14,365-66.0% |