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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 | $42,060 | $157,829-73.4% | $136,867-69.3% | $198,609-78.8% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 15.36% | 51.25%-35.9pp | 42.97%-27.6pp | 202.70%-187.3pp |
| Employer contribution / active EE | $569 | $3,923-85.5% | $3,547-84.0% | $5,055-88.8% |
| Participant deferral / active EE | $2,388 | $5,463-56.3% | $4,924-51.5% | $6,977-65.8% |
| Admin fee / account holder | $470 | $11,107-95.8% | $10,340-95.5% | $19,030-97.5% |