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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 | $47,886 | $183,516-73.9% | $155,534-69.2% | $145,884-67.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.77% | 61.43%-50.7pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $323 | $5,315-93.9% | $4,675-93.1% | $4,662-93.1% |
| Participant deferral / active EE | $3,888 | $6,467-39.9% | $5,630-31.0% | $6,690-41.9% |
| Admin fee / account holder | $2,255 | $19,293-88.3% | $15,900-85.8% | $13,392-83.2% |