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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 | $43,611 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 15.4% | 83.8%-68.4pp | 82.1%-66.7pp | 80.0%-64.6pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $589 | $4,804-87.7% | $4,554-87.1% | $4,156-85.8% |
| Participant deferral / active EE | $3,287 | $8,216-60.0% | $7,897-58.4% | $6,407-48.7% |
| Admin fee / account holder | $987 | $14,344-93.1% | $13,129-92.5% | $12,270-92.0% |