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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 | $31,973 | $223,823-85.7% | $211,142-84.9% | $154,746-79.3% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 24.34% | 50.39%-26.1pp | 46.84%-22.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $493 | $6,787-92.7% | $6,442-92.3% | $4,379-88.7% |
| Participant deferral / active EE | $5,256 | $9,750-46.1% | $9,284-43.4% | $6,730-21.9% |
| Admin fee / account holder | $2,661 | $19,707-86.5% | $19,076-86.1% | $14,365-81.5% |