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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 | $23,276 | $183,516-87.3% | $155,534-85.0% | $145,884-84.0% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 14.78% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,675-78.6% | $4,662-78.6% |
| Participant deferral / active EE | $3,527 | $6,467-45.5% | $5,630-37.4% | $6,690-47.3% |
| Admin fee / account holder | $2,236 | $19,293-88.4% | $15,900-85.9% | $13,392-83.3% |