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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 | $38,615 | $181,062-78.7% | $158,223-75.6% | $155,188-75.1% |
| Participation rate | 39.1% | 82.7%-43.5pp | 79.2%-40.1pp | 80.8%-41.7pp |
| Annual return | 16.15% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $629 | $4,565-86.2% | $4,109-84.7% | $4,248-85.2% |
| Participant deferral / active EE | $3,059 | $6,134-50.1% | $5,467-44.1% | $6,531-53.2% |
| Admin fee / account holder | $474 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |