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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 | $40,878 | $239,571-82.9% | $183,328-77.7% | $137,256-70.2% |
| Participation rate | 45.5% | 82.4%-36.9pp | 77.3%-31.9pp | 80.0%-34.5pp |
| Annual return | 15.75% | 35.69%-19.9pp | 29.67%-13.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,301 | $6,148-78.8% | $5,055-74.3% | $4,156-68.7% |
| Participant deferral / active EE | $2,568 | $7,995-67.9% | $6,795-62.2% | $6,407-59.9% |
| Admin fee / account holder | $54,801 | $30,059+82.3% | $21,427+155.8% | $12,270+346.6% |