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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 | $42,547 | $185,312-77.0% | $161,489-73.7% | $154,746-72.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 17.19% | 103.84%-86.7pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $813 | $4,769-83.0% | $4,268-81.0% | $4,379-81.4% |
| Participant deferral / active EE | $4,235 | $6,350-33.3% | $5,630-24.8% | $6,730-37.1% |
| Admin fee / account holder | $3,213 | $18,654-82.8% | $16,006-79.9% | $14,365-77.6% |