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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 | $33,479 | $185,312-81.9% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 13.08% | 103.84%-90.8pp | 89.72%-76.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $873 | $4,769-81.7% | $4,268-79.5% | $4,379-80.1% |
| Participant deferral / active EE | $2,027 | $6,350-68.1% | $5,630-64.0% | $6,730-69.9% |
| Admin fee / account holder | $972 | $18,654-94.8% | $16,006-93.9% | $14,365-93.2% |