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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 | $48,630 | $175,259-72.3% | $149,723-67.5% | $139,487-65.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 19.44% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.4pp |
| Employer contribution / active EE | $930 | $5,478-83.0% | $4,821-80.7% | $4,755-80.4% |
| Participant deferral / active EE | $3,487 | $6,522-46.5% | $5,682-38.6% | $6,713-48.1% |
| Admin fee / account holder | $5,471 | $16,158-66.1% | $13,215-58.6% | $11,407-52.0% |