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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 | $31,492 | $157,304-80.0% | $141,197-77.7% | $152,909-79.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 20.12% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $127 | $5,263-97.6% | $4,736-97.3% | $4,764-97.3% |
| Participant deferral / active EE | $2,613 | $7,111-63.2% | $6,710-61.1% | $5,851-55.3% |
| Admin fee / account holder | $9,666 | $12,126-20.3% | $10,265-5.8% | $11,601-16.7% |