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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 | $47,857 | $183,592-73.9% | $155,567-69.2% | $145,959-67.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 34.30% | 61.24%-26.9pp | 64.74%-30.4pp | 561.95%-527.6pp |
| Employer contribution / active EE | $1,021 | $5,315-80.8% | $4,674-78.2% | $4,661-78.1% |
| Participant deferral / active EE | $4,703 | $6,464-27.3% | $5,628-16.4% | $6,689-29.7% |
| Admin fee / account holder | $663 | $19,318-96.6% | $15,916-95.8% | $13,398-95.1% |