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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 | $44,367 | $181,896-75.6% | $156,551-71.7% | $273,972-83.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 10.57% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,143 | $6,248-81.7% | $5,501-79.2% | $4,869-76.5% |
| Participant deferral / active EE | $6,434 | $5,550+15.9% | $4,871+32.1% | $5,287+21.7% |
| Admin fee / account holder | $1,631 | $15,560-89.5% | $13,028-87.5% | $10,133-83.9% |