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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 | $29,527 | $183,592-83.9% | $155,567-81.0% | $145,959-79.8% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 10.82% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $857 | $5,315-83.9% | $4,674-81.7% | $4,661-81.6% |
| Participant deferral / active EE | $3,008 | $6,464-53.5% | $5,628-46.6% | $6,689-55.0% |
| Admin fee / account holder | $3,280 | $19,318-83.0% | $15,916-79.4% | $13,398-75.5% |