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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 | $39,636 | $181,896-78.2% | $156,551-74.7% | $273,972-85.5% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 11.60% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.9pp |
| Employer contribution / active EE | $917 | $6,248-85.3% | $5,501-83.3% | $4,869-81.2% |
| Participant deferral / active EE | $3,974 | $5,550-28.4% | $4,871-18.4% | $5,287-24.8% |
| Admin fee / account holder | $2,460 | $15,560-84.2% | $13,028-81.1% | $10,133-75.7% |