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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 | $19,997 | $90,674-77.9% | $96,707-79.3% | $82,448-75.7% |
| Participation rate | 46.2% | 75.9%-29.8pp | 80.4%-34.2pp | 68.1%-21.9pp |
| Annual return | 16.11% | 49.05%-32.9pp | 34.78%-18.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,010 | $3,975-74.6% | $4,191-75.9% | $2,551-60.4% |
| Participant deferral / active EE | $2,202 | $5,696-61.3% | $5,997-63.3% | $4,139-46.8% |
| Admin fee / account holder | $7,066 | $7,568-6.6% | $7,503-5.8% | $7,234-2.3% |