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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 | $35,749 | $185,312-80.7% | $161,489-77.9% | $154,746-76.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 45.51% | 103.84%-58.3pp | 89.72%-44.2pp | 172.34%-126.8pp |
| Employer contribution / active EE | $508 | $4,769-89.3% | $4,268-88.1% | $4,379-88.4% |
| Participant deferral / active EE | $3,515 | $6,350-44.6% | $5,630-37.6% | $6,730-47.8% |
| Admin fee / account holder | $700 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |