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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 | $47,533 | $154,228-69.2% | $145,433-67.3% | $137,256-65.4% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 18.78% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $306 | $4,804-93.6% | $4,554-93.3% | $4,156-92.6% |
| Participant deferral / active EE | $3,466 | $8,216-57.8% | $7,897-56.1% | $6,407-45.9% |
| Admin fee / account holder | $2,825 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |