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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 | $39,045 | $162,821-76.0% | $133,978-70.9% | $158,982-75.4% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 9.31% | 41.95%-32.6pp | 45.10%-35.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $380 | $4,976-92.4% | $3,919-90.3% | $4,763-92.0% |
| Participant deferral / active EE | $3,420 | $5,910-42.1% | $5,047-32.2% | $5,983-42.8% |
| Admin fee / account holder | $18,186 | $11,742+54.9% | $8,930+103.6% | $11,252+61.6% |