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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 | $33,636 | $210,698-84.0% | $178,014-81.1% | $145,959-77.0% |
| Participation rate | 36.8% | 80.8%-43.9pp | 77.1%-40.2pp | 80.3%-43.4pp |
| Annual return | 12.55% | 386.27%-373.7pp | 294.80%-282.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $421 | $4,567-90.8% | $3,950-89.3% | $4,661-91.0% |
| Participant deferral / active EE | $1,842 | $6,958-73.5% | $6,276-70.7% | $6,689-72.5% |
| Admin fee / account holder | $775 | $12,016-93.5% | $10,362-92.5% | $13,398-94.2% |