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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 | $45,887 | $110,379-58.4% | $102,412-55.2% | $145,884-68.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 18.49% | 24.84%-6.4pp | 24.94%-6.5pp | 551.85%-533.4pp |
| Employer contribution / active EE | $685 | $4,216-83.8% | $3,870-82.3% | $4,662-85.3% |
| Participant deferral / active EE | $5,538 | $5,622-1.5% | $5,060+9.4% | $6,690-17.2% |
| Admin fee / account holder | $593 | $9,745-93.9% | $8,388-92.9% | $13,392-95.6% |