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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 | $35,034 | $183,516-80.9% | $155,534-77.5% | $145,884-76.0% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 10.24% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $481 | $5,315-90.9% | $4,675-89.7% | $4,662-89.7% |
| Participant deferral / active EE | $3,027 | $6,467-53.2% | $5,630-46.2% | $6,690-54.8% |
| Admin fee / account holder | $4,189 | $19,293-78.3% | $15,900-73.7% | $13,392-68.7% |