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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 | $44,986 | $228,395-80.3% | $185,861-75.8% | $158,982-71.7% |
| Participation rate | 8.3% | 82.3%-74.0pp | 78.0%-69.7pp | 82.0%-73.6pp |
| Annual return | 30.69% | 40.82%-10.1pp | 35.96%-5.3pp | 302.99%-272.3pp |
| Employer contribution / active EE | $340 | $4,968-93.2% | $4,088-91.7% | $4,763-92.9% |
| Participant deferral / active EE | $1,275 | $6,417-80.1% | $5,634-77.4% | $5,983-78.7% |
| Admin fee / account holder | $434 | $11,869-96.3% | $9,503-95.4% | $11,252-96.1% |