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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 | $39,691 | $232,540-82.9% | $185,117-78.6% | $147,586-73.1% |
| Participation rate | 52.6% | 82.4%-29.7pp | 77.3%-24.6pp | 82.8%-30.2pp |
| Annual return | 17.82% | 43.03%-25.2pp | 40.50%-22.7pp | 578.59%-560.8pp |
| Employer contribution / active EE | $383 | $5,195-92.6% | $4,182-90.8% | $4,876-92.2% |
| Participant deferral / active EE | $1,173 | $5,834-79.9% | $5,045-76.7% | $5,439-78.4% |
| Admin fee / account holder | $2,306 | $10,275-77.6% | $8,159-71.7% | $10,886-78.8% |