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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 | $34,300 | $162,136-78.8% | $152,301-77.5% | $154,746-77.8% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 11.56% | 91.02%-79.5pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $32 | $4,890-99.3% | $4,624-99.3% | $4,379-99.3% |
| Participant deferral / active EE | $3,388 | $8,341-59.4% | $8,004-57.7% | $6,730-49.7% |
| Admin fee / account holder | $12,025 | $15,759-23.7% | $14,398-16.5% | $14,365-16.3% |