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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 | $46,763 | $135,956-65.6% | $123,894-62.3% | $273,972-82.9% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 15.99% | 56.63%-40.6pp | 47.52%-31.5pp | 41.46%-25.5pp |
| Employer contribution / active EE | $640 | $5,170-87.6% | $4,617-86.1% | $4,869-86.9% |
| Participant deferral / active EE | $3,600 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $648 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |