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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 | $47,285 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 43.5% | 81.7%-38.2pp | 77.8%-34.3pp | 80.0%-36.5pp |
| Annual return | 17.53% | 69.37%-51.8pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $797 | $4,636-82.8% | $4,154-80.8% | $4,156-80.8% |
| Participant deferral / active EE | $1,957 | $6,166-68.3% | $5,453-64.1% | $6,407-69.5% |
| Admin fee / account holder | $2,344 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |