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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 | $49,439 | $162,136-69.5% | $152,301-67.5% | $154,746-68.1% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 18.96% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $323 | $4,890-93.4% | $4,624-93.0% | $4,379-92.6% |
| Participant deferral / active EE | $4,035 | $8,341-51.6% | $8,004-49.6% | $6,730-40.0% |
| Admin fee / account holder | $19,959 | $15,759+26.6% | $14,398+38.6% | $14,365+38.9% |