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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 | $32,304 | $161,352-80.0% | $134,172-75.9% | $137,256-76.5% |
| Participation rate | 40.9% | 78.3%-37.4pp | 72.5%-31.6pp | 80.0%-39.1pp |
| Annual return | 16.67% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.7pp |
| Employer contribution / active EE | $504 | $4,099-87.7% | $3,420-85.3% | $4,156-87.9% |
| Participant deferral / active EE | $2,673 | $5,552-51.9% | $4,690-43.0% | $6,407-58.3% |
| Admin fee / account holder | $362 | $15,028-97.6% | $12,016-97.0% | $12,270-97.0% |