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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 | $38,845 | $183,539-78.8% | $155,556-75.0% | $145,897-73.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 17.35% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $956 | $5,315-82.0% | $4,675-79.5% | $4,663-79.5% |
| Participant deferral / active EE | $4,248 | $6,467-34.3% | $5,631-24.6% | $6,689-36.5% |
| Admin fee / account holder | $21,356 | $19,275+10.8% | $15,885+34.4% | $13,390+59.5% |