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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 | $28,619 | $178,174-83.9% | $156,181-81.7% | $137,256-79.1% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 14.26% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $327 | $4,972-93.4% | $4,294-92.4% | $4,156-92.1% |
| Participant deferral / active EE | $3,255 | $6,888-52.7% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $9,164 | $17,404-47.3% | $14,586-37.2% | $12,270-25.3% |