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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 | $34,453 | $183,516-81.2% | $155,534-77.8% | $145,884-76.4% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 14.83% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $896 | $5,315-83.1% | $4,675-80.8% | $4,662-80.8% |
| Participant deferral / active EE | $3,824 | $6,467-40.9% | $5,630-32.1% | $6,690-42.8% |
| Admin fee / account holder | $1,765 | $19,293-90.9% | $15,900-88.9% | $13,392-86.8% |