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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 | $34,213 | $185,312-81.5% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.7%-32.5pp | 80.7%-34.5pp |
| Annual return | 22.02% | 103.84%-81.8pp | 89.72%-67.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $441 | $4,769-90.8% | $4,268-89.7% | $4,379-89.9% |
| Participant deferral / active EE | $2,409 | $6,350-62.1% | $5,630-57.2% | $6,730-64.2% |
| Admin fee / account holder | $341 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |