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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 | $32,738 | $166,131-80.3% | $164,975-80.2% | $145,877-77.6% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 13.28% | 100.37%-87.1pp | 70.12%-56.8pp | 551.28%-538.0pp |
| Employer contribution / active EE | $463 | $5,276-91.2% | $4,343-89.3% | $4,663-90.1% |
| Participant deferral / active EE | $2,112 | $6,962-69.7% | $6,033-65.0% | $6,691-68.4% |
| Admin fee / account holder | $313 | $16,648-98.1% | $12,688-97.5% | $13,402-97.7% |