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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 | $46,520 | $148,629-68.7% | $135,982-65.8% | $139,487-66.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 21.75% | 79.33%-57.6pp | 68.32%-46.6pp | 373.84%-352.1pp |
| Employer contribution / active EE | $891 | $5,247-83.0% | $4,859-81.7% | $4,755-81.3% |
| Participant deferral / active EE | $4,784 | $8,102-41.0% | $7,760-38.3% | $6,713-28.7% |
| Admin fee / account holder | $1,437 | $12,406-88.4% | $10,767-86.7% | $11,407-87.4% |