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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 | $181,062-75.7% | $158,223-72.2% | $155,188-71.7% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 15.89% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $532 | $4,565-88.4% | $4,109-87.1% | $4,248-87.5% |
| Participant deferral / active EE | $2,752 | $6,134-55.1% | $5,467-49.7% | $6,531-57.9% |
| Admin fee / account holder | $1,001 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |