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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 | $39,756 | $157,296-74.7% | $141,191-71.8% | $152,897-74.0% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.5%-50.9pp |
| Annual return | 27.13% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $263 | $5,262-95.0% | $4,736-94.5% | $4,764-94.5% |
| Participant deferral / active EE | $3,166 | $7,111-55.5% | $6,710-52.8% | $5,851-45.9% |
| Admin fee / account holder | $794 | $12,125-93.4% | $10,264-92.3% | $11,599-93.2% |