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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 | $29,791 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $845 | $4,804-82.4% | $4,554-81.4% | $4,156-79.7% |
| Participant deferral / active EE | $2,697 | $8,216-67.2% | $7,897-65.8% | $6,407-57.9% |
| Admin fee / account holder | $525 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |