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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 | $42,829 | $227,399-81.2% | $189,758-77.4% | $198,609-78.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 15.96% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,053 | $5,526-80.9% | $4,767-77.9% | $5,055-79.2% |
| Participant deferral / active EE | $4,063 | $6,837-40.6% | $5,856-30.6% | $6,977-41.8% |
| Admin fee / account holder | $910 | $25,162-96.4% | $20,388-95.5% | $19,030-95.2% |