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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 | $31,009 | $175,231-82.3% | $149,696-79.3% | $139,466-77.8% |
| Participation rate | 23.5% | 83.4%-59.9pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 28.21% | 166.77%-138.6pp | 134.46%-106.2pp | 373.66%-345.5pp |
| Employer contribution / active EE | $676 | $5,478-87.7% | $4,821-86.0% | $4,754-85.8% |
| Participant deferral / active EE | $2,890 | $6,521-55.7% | $5,682-49.1% | $6,712-56.9% |
| Admin fee / account holder | $732 | $16,155-95.5% | $13,212-94.5% | $11,409-93.6% |