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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 | $39,101 | $162,136-75.9% | $152,301-74.3% | $154,746-74.7% |
| Participation rate | 26.7% | 84.1%-57.4pp | 82.4%-55.8pp | 80.7%-54.0pp |
| Annual return | 18.06% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $702 | $4,890-85.7% | $4,624-84.8% | $4,379-84.0% |
| Participant deferral / active EE | $3,642 | $8,341-56.3% | $8,004-54.5% | $6,730-45.9% |
| Admin fee / account holder | $366 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |