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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 | $36,066 | $185,312-80.5% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 15.12% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $701 | $4,769-85.3% | $4,268-83.6% | $4,379-84.0% |
| Participant deferral / active EE | $2,041 | $6,350-67.9% | $5,630-63.7% | $6,730-69.7% |
| Admin fee / account holder | $381 | $18,654-98.0% | $16,006-97.6% | $14,365-97.3% |