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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 | $54,932 | $178,174-69.2% | $156,181-64.8% | $137,256-60.0% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 15.91% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $662 | $4,972-86.7% | $4,294-84.6% | $4,156-84.1% |
| Participant deferral / active EE | $3,381 | $6,888-50.9% | $6,132-44.9% | $6,407-47.2% |
| Admin fee / account holder | $2,114 | $17,404-87.9% | $14,586-85.5% | $12,270-82.8% |