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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 | $54,576 | $228,352-76.1% | $185,835-70.6% | $158,966-65.7% |
| Participation rate | 36.8% | 82.3%-45.5pp | 78.0%-41.2pp | 82.0%-45.1pp |
| Annual return | 15.42% | 40.81%-25.4pp | 35.96%-20.5pp | 302.95%-287.5pp |
| Employer contribution / active EE | $449 | $4,967-91.0% | $4,087-89.0% | $4,762-90.6% |
| Participant deferral / active EE | $1,778 | $6,416-72.3% | $5,633-68.4% | $5,983-70.3% |
| Admin fee / account holder | $6,238 | $11,867-47.4% | $9,502-34.3% | $11,250-44.5% |