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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 | $58,008 | $172,111-66.3% | $150,298-61.4% | $137,256-57.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 13.47% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $418 | $4,636-91.0% | $4,154-89.9% | $4,156-89.9% |
| Participant deferral / active EE | $4,120 | $6,166-33.2% | $5,453-24.4% | $6,407-35.7% |
| Admin fee / account holder | $2,551 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |