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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 | $38,708 | $106,247-63.6% | $96,515-59.9% | $139,466-72.2% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 20.80% | 38.47%-17.7pp | 35.73%-14.9pp | 373.66%-352.9pp |
| Employer contribution / active EE | $374 | $4,106-90.9% | $3,740-90.0% | $4,754-92.1% |
| Participant deferral / active EE | $2,578 | $5,456-52.7% | $4,880-47.2% | $6,712-61.6% |
| Admin fee / account holder | $1,274 | $7,885-83.8% | $6,735-81.1% | $11,409-88.8% |