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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 | $35,892 | $172,111-79.1% | $150,298-76.1% | $137,256-73.9% |
| Participation rate | 45.0% | 81.7%-36.7pp | 77.8%-32.8pp | 80.0%-35.0pp |
| Annual return | 20.36% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $806 | $4,636-82.6% | $4,154-80.6% | $4,156-80.6% |
| Participant deferral / active EE | $2,445 | $6,166-60.4% | $5,453-55.2% | $6,407-61.8% |
| Admin fee / account holder | $1,977 | $16,471-88.0% | $14,116-86.0% | $12,270-83.9% |