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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 | $30,614 | $165,399-81.5% | $149,745-79.6% | $158,982-80.7% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 15.56% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.4pp |
| Employer contribution / active EE | $511 | $5,105-90.0% | $4,646-89.0% | $4,763-89.3% |
| Participant deferral / active EE | $3,039 | $7,183-57.7% | $6,843-55.6% | $5,983-49.2% |
| Admin fee / account holder | $1,050 | $10,811-90.3% | $9,312-88.7% | $11,252-90.7% |