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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 | $183,592-81.2% | $155,574-77.9% | $145,877-76.4% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 14.83% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $896 | $5,317-83.2% | $4,676-80.8% | $4,663-80.8% |
| Participant deferral / active EE | $3,824 | $6,466-40.9% | $5,629-32.1% | $6,691-42.8% |
| Admin fee / account holder | $1,765 | $19,316-90.9% | $15,914-88.9% | $13,402-86.8% |