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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 | $34,934 | $183,592-81.0% | $155,574-77.5% | $145,877-76.1% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 18.92% | 61.37%-42.5pp | 64.87%-45.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $678 | $5,317-87.2% | $4,676-85.5% | $4,663-85.5% |
| Participant deferral / active EE | $2,890 | $6,466-55.3% | $5,629-48.7% | $6,691-56.8% |
| Admin fee / account holder | $1,723 | $19,316-91.1% | $15,914-89.2% | $13,402-87.1% |