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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 | $181,062-76.5% | $158,223-73.1% | $155,188-72.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.19% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $813 | $4,565-82.2% | $4,109-80.2% | $4,248-80.9% |
| Participant deferral / active EE | $4,235 | $6,134-31.0% | $5,467-22.5% | $6,531-35.2% |
| Admin fee / account holder | $3,213 | $18,825-82.9% | $16,047-80.0% | $14,480-77.8% |