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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 | $40,519 | $162,821-75.1% | $133,978-69.8% | $158,982-74.5% |
| Participation rate | 26.1% | 83.2%-57.1pp | 79.8%-53.8pp | 82.0%-55.9pp |
| Annual return | 15.66% | 41.95%-26.3pp | 45.10%-29.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $450 | $4,976-91.0% | $3,919-88.5% | $4,763-90.6% |
| Participant deferral / active EE | $2,743 | $5,910-53.6% | $5,047-45.7% | $5,983-54.2% |
| Admin fee / account holder | $5,268 | $11,742-55.1% | $8,930-41.0% | $11,252-53.2% |