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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 | $34,964 | $148,623-76.5% | $135,974-74.3% | $139,466-74.9% |
| Participation rate | 61.9% | 83.9%-22.0pp | 81.9%-20.0pp | 80.3%-18.4pp |
| Annual return | 16.72% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $807 | $5,246-84.6% | $4,859-83.4% | $4,754-83.0% |
| Participant deferral / active EE | $3,175 | $8,103-60.8% | $7,760-59.1% | $6,712-52.7% |
| Admin fee / account holder | $1,516 | $12,406-87.8% | $10,767-85.9% | $11,409-86.7% |