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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 | $40,373 | $178,174-77.3% | $156,181-74.1% | $137,256-70.6% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 21.75% | 84.19%-62.4pp | 64.87%-43.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $665 | $4,972-86.6% | $4,294-84.5% | $4,156-84.0% |
| Participant deferral / active EE | $2,277 | $6,888-66.9% | $6,132-62.9% | $6,407-64.5% |
| Admin fee / account holder | $1,256 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |