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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 | $38,736 | $156,398-75.2% | $147,318-73.7% | $138,895-72.1% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.4pp | 79.9%-63.3pp |
| Annual return | 14.95% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $58 | $4,853-98.8% | $4,593-98.7% | $4,194-98.6% |
| Participant deferral / active EE | $2,707 | $8,237-67.1% | $7,906-65.8% | $6,396-57.7% |
| Admin fee / account holder | $16,003 | $14,976+6.9% | $13,708+16.7% | $12,562+27.4% |