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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 | $33,627 | $209,428-83.9% | $178,498-81.2% | $158,950-78.8% |
| Participation rate | 41.2% | 86.4%-45.2pp | 81.9%-40.8pp | 82.0%-40.8pp |
| Annual return | 12.78% | 188.78%-176.0pp | 151.09%-138.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $855 | $5,707-85.0% | $5,011-82.9% | $4,762-82.0% |
| Participant deferral / active EE | $2,425 | $5,955-59.3% | $5,202-53.4% | $5,983-59.5% |
| Admin fee / account holder | $7,817 | $17,077-54.2% | $13,985-44.1% | $11,248-30.5% |