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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 | $27,562 | $149,679-81.6% | $117,039-76.5% | $147,586-81.3% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 10.21% | 19.31%-9.1pp | 18.95%-8.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $811 | $4,937-83.6% | $3,785-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $3,169 | $4,912-35.5% | $3,929-19.4% | $5,439-41.7% |
| Admin fee / account holder | $663 | $7,856-91.6% | $5,974-88.9% | $10,886-93.9% |