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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 | $33,311 | $162,136-79.5% | $152,301-78.1% | $154,746-78.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.27% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.1pp |
| Employer contribution / active EE | $428 | $4,890-91.2% | $4,624-90.7% | $4,379-90.2% |
| Participant deferral / active EE | $4,466 | $8,341-46.5% | $8,004-44.2% | $6,730-33.6% |
| Admin fee / account holder | $1,042 | $15,759-93.4% | $14,398-92.8% | $14,365-92.7% |