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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 | $43,820 | $181,896-75.9% | $156,551-72.0% | $273,972-84.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 7.62% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,035 | $6,248-83.4% | $5,501-81.2% | $4,869-78.7% |
| Participant deferral / active EE | $3,508 | $5,550-36.8% | $4,871-28.0% | $5,287-33.6% |
| Admin fee / account holder | $10,100 | $15,560-35.1% | $13,028-22.5% | $10,133-0.3% |