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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 | $44,869 | $129,737-65.4% | $119,126-62.3% | $154,746-71.0% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 24.02% | 379.08%-355.1pp | 282.11%-258.1pp | 172.34%-148.3pp |
| Employer contribution / active EE | $810 | $4,375-81.5% | $4,034-79.9% | $4,379-81.5% |
| Participant deferral / active EE | $3,988 | $5,842-31.7% | $5,318-25.0% | $6,730-40.7% |
| Admin fee / account holder | $1,499 | $11,961-87.5% | $10,693-86.0% | $14,365-89.6% |