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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 | $183,516-73.9% | $155,534-69.2% | $145,884-67.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 34.30% | 61.43%-27.1pp | 64.92%-30.6pp | 551.85%-517.5pp |
| Employer contribution / active EE | $1,021 | $5,315-80.8% | $4,675-78.2% | $4,662-78.1% |
| Participant deferral / active EE | $4,703 | $6,467-27.3% | $5,630-16.5% | $6,690-29.7% |
| Admin fee / account holder | $663 | $19,293-96.6% | $15,900-95.8% | $13,392-95.0% |