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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 | $43,268 | $172,111-74.9% | $150,298-71.2% | $137,256-68.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 11.95% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $336 | $4,636-92.8% | $4,154-91.9% | $4,156-91.9% |
| Participant deferral / active EE | $1,806 | $6,166-70.7% | $5,453-66.9% | $6,407-71.8% |
| Admin fee / account holder | $662 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |