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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 | $37,681 | $211,105-82.2% | $178,449-78.9% | $145,978-74.2% |
| Participation rate | 41.7% | 80.8%-39.1pp | 77.1%-35.4pp | 80.3%-38.6pp |
| Annual return | 8.65% | 30.19%-21.5pp | 27.09%-18.4pp | 550.52%-541.9pp |
| Employer contribution / active EE | $484 | $4,569-89.4% | $3,951-87.7% | $4,662-89.6% |
| Participant deferral / active EE | $2,594 | $6,959-62.7% | $6,277-58.7% | $6,690-61.2% |
| Admin fee / account holder | $3,760 | $12,017-68.7% | $10,362-63.7% | $13,400-71.9% |