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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 | $34,059 | $165,361-79.4% | $149,715-77.3% | $158,950-78.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 17.48% | 348.24%-330.8pp | 276.66%-259.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $583 | $5,103-88.6% | $4,645-87.4% | $4,762-87.8% |
| Participant deferral / active EE | $4,893 | $7,182-31.9% | $6,842-28.5% | $5,983-18.2% |
| Admin fee / account holder | $2,975 | $10,808-72.5% | $9,310-68.0% | $11,248-73.6% |