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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 | $43,853 | $212,386-79.4% | $199,883-78.1% | $138,895-68.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 28.81% | 47.75%-18.9pp | 43.81%-15.0pp | 145.39%-116.6pp |
| Employer contribution / active EE | $1,375 | $6,625-79.2% | $6,261-78.0% | $4,194-67.2% |
| Participant deferral / active EE | $3,963 | $9,617-58.8% | $9,138-56.6% | $6,396-38.0% |
| Admin fee / account holder | $8,465 | $18,233-53.6% | $17,268-51.0% | $12,562-32.6% |