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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 | $33,960 | $154,228-78.0% | $145,433-76.6% | $137,256-75.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $349 | $4,804-92.7% | $4,554-92.3% | $4,156-91.6% |
| Participant deferral / active EE | $3,180 | $8,216-61.3% | $7,897-59.7% | $6,407-50.4% |
| Admin fee / account holder | $3,626 | $14,344-74.7% | $13,129-72.4% | $12,270-70.4% |