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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 | $41,520 | $196,972-78.9% | $182,262-77.2% | $198,609-79.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 15.05% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,303 | $5,364-75.7% | $5,046-74.2% | $5,055-74.2% |
| Participant deferral / active EE | $5,383 | $8,643-37.7% | $8,276-35.0% | $6,977-22.8% |
| Admin fee / account holder | $1,422 | $18,429-92.3% | $16,712-91.5% | $19,030-92.5% |