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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 | $37,079 | $183,539-79.8% | $155,556-76.2% | $145,897-74.6% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 14.32% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $977 | $5,315-81.6% | $4,675-79.1% | $4,663-79.0% |
| Participant deferral / active EE | $3,556 | $6,467-45.0% | $5,631-36.8% | $6,689-46.8% |
| Admin fee / account holder | $322 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |