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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 | $35,051 | $165,381-78.8% | $149,730-76.6% | $158,966-78.0% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 14.85% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $277 | $5,104-94.6% | $4,645-94.0% | $4,762-94.2% |
| Participant deferral / active EE | $2,798 | $7,182-61.0% | $6,843-59.1% | $5,983-53.2% |
| Admin fee / account holder | $1,039 | $10,809-90.4% | $9,310-88.8% | $11,250-90.8% |