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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 | $43,970 | $185,312-76.3% | $161,489-72.8% | $154,746-71.6% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 15.89% | 103.84%-88.0pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $532 | $4,769-88.9% | $4,268-87.5% | $4,379-87.9% |
| Participant deferral / active EE | $2,752 | $6,350-56.7% | $5,630-51.1% | $6,730-59.1% |
| Admin fee / account holder | $1,001 | $18,654-94.6% | $16,006-93.7% | $14,365-93.0% |