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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 | $33,739 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.82% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $634 | $4,804-86.8% | $4,554-86.1% | $4,156-84.8% |
| Participant deferral / active EE | $2,511 | $8,216-69.4% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $6,103 | $14,344-57.5% | $13,129-53.5% | $12,270-50.3% |