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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 | $47,342 | $181,896-74.0% | $156,551-69.8% | $273,972-82.7% |
| Participation rate | 30.8% | 88.4%-57.6pp | 84.0%-53.2pp | 83.0%-52.2pp |
| Annual return | 10.04% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $903 | $6,248-85.5% | $5,501-83.6% | $4,869-81.5% |
| Participant deferral / active EE | $3,915 | $5,550-29.5% | $4,871-19.6% | $5,287-26.0% |
| Admin fee / account holder | $2,073 | $15,560-86.7% | $13,028-84.1% | $10,133-79.5% |