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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 | $44,277 | $165,399-73.2% | $149,745-70.4% | $158,982-72.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.59% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $805 | $5,105-84.2% | $4,646-82.7% | $4,763-83.1% |
| Participant deferral / active EE | $6,785 | $7,183-5.5% | $6,843-0.9% | $5,983+13.4% |
| Admin fee / account holder | $3,207 | $10,811-70.3% | $9,312-65.6% | $11,252-71.5% |