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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 | $34,310 | $176,105-80.5% | $159,474-78.5% | $167,536-79.5% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 12.27% | 331.91%-319.6pp | 263.68%-251.4pp | 478.82%-466.5pp |
| Employer contribution / active EE | $472 | $5,299-91.1% | $4,831-90.2% | $4,839-90.3% |
| Participant deferral / active EE | $8,731 | $7,751+12.6% | $7,353+18.7% | $6,342+37.7% |
| Admin fee / account holder | $1,077 | $12,559-91.4% | $10,802-90.0% | $12,315-91.3% |