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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 | $55,970 | $172,111-67.5% | $150,298-62.8% | $137,256-59.2% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.50% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $819 | $4,636-82.3% | $4,154-80.3% | $4,156-80.3% |
| Participant deferral / active EE | $4,372 | $6,166-29.1% | $5,453-19.8% | $6,407-31.8% |
| Admin fee / account holder | $2,458 | $16,471-85.1% | $14,116-82.6% | $12,270-80.0% |