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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 | $33,198 | $181,896-81.7% | $156,551-78.8% | $273,972-87.9% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 12.17% | 30.74%-18.6pp | 32.23%-20.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,265 | $6,248-79.8% | $5,501-77.0% | $4,869-74.0% |
| Participant deferral / active EE | $3,044 | $5,550-45.2% | $4,871-37.5% | $5,287-42.4% |
| Admin fee / account holder | $4,224 | $15,560-72.9% | $13,028-67.6% | $10,133-58.3% |