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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 | $43,691 | $156,398-72.1% | $147,318-70.3% | $138,895-68.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.53% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $676 | $4,853-86.1% | $4,593-85.3% | $4,194-83.9% |
| Participant deferral / active EE | $4,503 | $8,237-45.3% | $7,906-43.0% | $6,396-29.6% |
| Admin fee / account holder | $1,408 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |