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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 | $38,584 | $174,379-77.9% | $152,093-74.6% | $138,895-72.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.04% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $830 | $4,652-82.2% | $4,175-80.1% | $4,194-80.2% |
| Participant deferral / active EE | $8,563 | $6,159+39.0% | $5,451+57.1% | $6,396+33.9% |
| Admin fee / account holder | $868 | $16,880-94.9% | $14,497-94.0% | $12,562-93.1% |