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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 | $199,109-83.7% | $173,730-81.3% | $154,746-79.0% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 17.48% | 20.02%-2.5pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,044 | $5,311-80.3% | $4,577-77.2% | $4,379-76.2% |
| Participant deferral / active EE | $2,834 | $7,113-60.2% | $6,326-55.2% | $6,730-57.9% |
| Admin fee / account holder | $12,330 | $20,916-41.0% | $17,523-29.6% | $14,365-14.2% |