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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 | $36,172 | $162,136-77.7% | $152,301-76.2% | $154,746-76.6% |
| Participation rate | 56.3% | 84.1%-27.9pp | 82.4%-26.2pp | 80.7%-24.5pp |
| Annual return | 12.24% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $815 | $4,890-83.3% | $4,624-82.4% | $4,379-81.4% |
| Participant deferral / active EE | $4,598 | $8,341-44.9% | $8,004-42.6% | $6,730-31.7% |
| Admin fee / account holder | $22,849 | $15,759+45.0% | $14,398+58.7% | $14,365+59.1% |