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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 | $30,338 | $174,379-82.6% | $152,093-80.1% | $138,895-78.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 16.90% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $766 | $4,652-83.5% | $4,175-81.6% | $4,194-81.7% |
| Participant deferral / active EE | $2,061 | $6,159-66.5% | $5,451-62.2% | $6,396-67.8% |
| Admin fee / account holder | $4,947 | $16,880-70.7% | $14,497-65.9% | $12,562-60.6% |