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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 | $209,336-84.7% | $197,124-83.8% | $137,256-76.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 24.34% | 48.09%-23.8pp | 44.34%-20.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $493 | $6,591-92.5% | $6,227-92.1% | $4,156-88.1% |
| Participant deferral / active EE | $5,256 | $9,614-45.3% | $9,135-42.5% | $6,407-18.0% |
| Admin fee / account holder | $2,661 | $17,308-84.6% | $16,298-83.7% | $12,270-78.3% |