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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 | $33,774 | $181,062-81.3% | $158,223-78.7% | $155,188-78.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 19.81% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $826 | $4,565-81.9% | $4,109-79.9% | $4,248-80.6% |
| Participant deferral / active EE | $4,265 | $6,134-30.5% | $5,467-22.0% | $6,531-34.7% |
| Admin fee / account holder | $1,926 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |