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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 | $28,542 | $165,381-82.7% | $149,730-80.9% | $158,966-82.0% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 35.01% | 348.29%-313.3pp | 276.70%-241.7pp | 302.95%-267.9pp |
| Employer contribution / active EE | $326 | $5,104-93.6% | $4,645-93.0% | $4,762-93.2% |
| Participant deferral / active EE | $2,737 | $7,182-61.9% | $6,843-60.0% | $5,983-54.2% |
| Admin fee / account holder | $1,667 | $10,809-84.6% | $9,310-82.1% | $11,250-85.2% |