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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 | $40,648 | $172,111-76.4% | $150,298-73.0% | $137,256-70.4% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 14.26% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $691 | $4,636-85.1% | $4,154-83.4% | $4,156-83.4% |
| Participant deferral / active EE | $1,792 | $6,166-70.9% | $5,453-67.1% | $6,407-72.0% |
| Admin fee / account holder | $1,182 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |