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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 | $30,513 | $183,539-83.4% | $155,556-80.4% | $145,897-79.1% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 11.61% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $543 | $5,315-89.8% | $4,675-88.4% | $4,663-88.4% |
| Participant deferral / active EE | $2,571 | $6,467-60.2% | $5,631-54.3% | $6,689-61.6% |
| Admin fee / account holder | $938 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |