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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 | $72,047 | $183,627-60.8% | $155,602-53.7% | $145,978-50.6% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 12.06% | 61.32%-49.3pp | 64.81%-52.7pp | 550.52%-538.5pp |
| Employer contribution / active EE | $853 | $5,316-84.0% | $4,675-81.8% | $4,662-81.7% |
| Participant deferral / active EE | $2,644 | $6,466-59.1% | $5,629-53.0% | $6,690-60.5% |
| Admin fee / account holder | $4,644 | $19,327-76.0% | $15,923-70.8% | $13,400-65.3% |