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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 | $148,558-68.7% | $135,925-65.8% | $139,427-66.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 21.75% | 79.22%-57.5pp | 68.25%-46.5pp | 373.27%-351.5pp |
| Employer contribution / active EE | $891 | $5,244-83.0% | $4,857-81.7% | $4,752-81.2% |
| Participant deferral / active EE | $4,784 | $8,101-40.9% | $7,759-38.3% | $6,711-28.7% |
| Admin fee / account holder | $1,437 | $12,401-88.4% | $10,764-86.7% | $11,404-87.4% |