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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 | $43,853 | $183,592-76.1% | $155,574-71.8% | $145,877-69.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.74% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $791 | $5,317-85.1% | $4,676-83.1% | $4,663-83.0% |
| Participant deferral / active EE | $3,657 | $6,466-43.4% | $5,629-35.0% | $6,691-45.3% |
| Admin fee / account holder | $676 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |