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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 | $212,386-75.9% | $199,883-74.4% | $138,895-63.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 17.98% | 47.75%-29.8pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $806 | $6,625-87.8% | $6,261-87.1% | $4,194-80.8% |
| Participant deferral / active EE | $3,339 | $9,617-65.3% | $9,138-63.5% | $6,396-47.8% |
| Admin fee / account holder | $1,667 | $18,233-90.9% | $17,268-90.3% | $12,562-86.7% |