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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 | $30,662 | $217,432-85.9% | $185,851-83.5% | $167,553-81.7% |
| Participation rate | 18.2% | 86.1%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 16.95% | 148.43%-131.5pp | 122.11%-105.2pp | 478.89%-461.9pp |
| Employer contribution / active EE | $895 | $5,874-84.8% | $5,168-82.7% | $4,840-81.5% |
| Participant deferral / active EE | $3,679 | $6,357-42.1% | $5,569-33.9% | $6,343-42.0% |
| Admin fee / account holder | $1,321 | $19,820-93.3% | $16,245-91.9% | $12,316-89.3% |