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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 | $35,074 | $198,461-82.3% | $170,436-79.4% | $147,585-76.2% |
| Participation rate | 35.3% | 88.0%-52.7pp | 83.6%-48.3pp | 82.8%-47.5pp |
| Annual return | 16.91% | 257.30%-240.4pp | 205.94%-189.0pp | 578.57%-561.7pp |
| Employer contribution / active EE | $646 | $6,184-89.6% | $5,433-88.1% | $4,876-86.8% |
| Participant deferral / active EE | $2,190 | $5,629-61.1% | $4,939-55.7% | $5,439-59.7% |
| Admin fee / account holder | $2,913 | $16,852-82.7% | $13,880-79.0% | $10,885-73.2% |