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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 | $41,468 | $139,948-70.4% | $121,663-65.9% | $154,746-73.2% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 8.63% | 230.52%-221.9pp | 147.54%-138.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $313 | $3,521-91.1% | $3,020-89.6% | $4,379-92.8% |
| Participant deferral / active EE | $2,089 | $5,629-62.9% | $4,887-57.3% | $6,730-69.0% |
| Admin fee / account holder | $26,966 | $17,321+55.7% | $14,289+88.7% | $14,365+87.7% |