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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 | $47,371 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 19.66% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $537 | $4,636-88.4% | $4,154-87.1% | $4,156-87.1% |
| Participant deferral / active EE | $1,709 | $6,166-72.3% | $5,453-68.7% | $6,407-73.3% |
| Admin fee / account holder | $1,035 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |