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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 | $37,323 | $181,896-79.5% | $156,551-76.2% | $273,972-86.4% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 4.98% | 30.74%-25.8pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $638 | $6,248-89.8% | $5,501-88.4% | $4,869-86.9% |
| Participant deferral / active EE | $2,512 | $5,550-54.7% | $4,871-48.4% | $5,287-52.5% |
| Admin fee / account holder | $419 | $15,560-97.3% | $13,028-96.8% | $10,133-95.9% |