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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 | $162,967-80.2% | $135,792-76.2% | $138,895-76.7% |
| Participation rate | 40.9% | 78.3%-37.4pp | 72.6%-31.7pp | 79.9%-39.0pp |
| Annual return | 16.67% | 30.08%-13.4pp | 25.96%-9.3pp | 145.39%-128.7pp |
| Employer contribution / active EE | $504 | $4,211-88.0% | $3,496-85.6% | $4,194-88.0% |
| Participant deferral / active EE | $2,673 | $5,640-52.6% | $4,759-43.8% | $6,396-58.2% |
| Admin fee / account holder | $362 | $15,306-97.6% | $12,266-97.0% | $12,562-97.1% |