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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 | $42,023 | $81,262-48.3% | $155,602-73.0% | $80,911-48.1% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-22.0pp | 67.6%-11.4pp |
| Annual return | 29.77% | 33.34%-3.6pp | 64.81%-35.0pp | 35.63%-5.9pp |
| Employer contribution / active EE | $327 | $3,102-89.5% | $4,675-93.0% | $2,756-88.1% |
| Participant deferral / active EE | $3,348 | $3,451-3.0% | $5,629-40.5% | $4,297-22.1% |
| Admin fee / account holder | $5,191 | $7,992-35.1% | $15,923-67.4% | $6,935-25.2% |