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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 | $42,778 | $168,635-74.6% | $147,617-71.0% | $125,389-65.9% |
| Participation rate | 45.5% | 88.8%-43.3pp | 84.6%-39.2pp | 83.2%-37.7pp |
| Annual return | 3.71% | 77.65%-73.9pp | 61.98%-58.3pp | 282.24%-278.5pp |
| Employer contribution / active EE | $916 | $6,252-85.4% | $5,564-83.5% | $4,866-81.2% |
| Participant deferral / active EE | $3,568 | $5,507-35.2% | $4,895-27.1% | $5,352-33.3% |
| Admin fee / account holder | $494 | $13,580-96.4% | $11,612-95.7% | $9,541-94.8% |