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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 | $32,460 | $178,174-81.8% | $156,181-79.2% | $137,256-76.4% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 17.48% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,044 | $4,972-79.0% | $4,294-75.7% | $4,156-74.9% |
| Participant deferral / active EE | $2,834 | $6,888-58.9% | $6,132-53.8% | $6,407-55.8% |
| Admin fee / account holder | $12,330 | $17,404-29.2% | $14,586-15.5% | $12,270+0.5% |