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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 | $51,132 | $209,336-75.6% | $197,124-74.1% | $137,256-62.7% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 17.98% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $806 | $6,591-87.8% | $6,227-87.1% | $4,156-80.6% |
| Participant deferral / active EE | $3,339 | $9,614-65.3% | $9,135-63.4% | $6,407-47.9% |
| Admin fee / account holder | $1,667 | $17,308-90.4% | $16,298-89.8% | $12,270-86.4% |