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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 | $30,944 | $209,336-85.2% | $197,124-84.3% | $137,256-77.5% |
| Participation rate | 53.3% | 87.3%-34.0pp | 86.7%-33.4pp | 80.0%-26.6pp |
| Annual return | 14.13% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $912 | $6,591-86.2% | $6,227-85.4% | $4,156-78.1% |
| Participant deferral / active EE | $2,970 | $9,614-69.1% | $9,135-67.5% | $6,407-53.6% |
| Admin fee / account holder | $1,874 | $17,308-89.2% | $16,298-88.5% | $12,270-84.7% |