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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 | $47,038 | $183,627-74.4% | $155,602-69.8% | $145,978-67.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.30% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $939 | $5,316-82.3% | $4,675-79.9% | $4,662-79.9% |
| Participant deferral / active EE | $4,392 | $6,466-32.1% | $5,629-22.0% | $6,690-34.3% |
| Admin fee / account holder | $473 | $19,327-97.6% | $15,923-97.0% | $13,400-96.5% |