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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 | $33,160 | $183,539-81.9% | $155,556-78.7% | $145,897-77.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.81% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $936 | $5,315-82.4% | $4,675-80.0% | $4,663-79.9% |
| Participant deferral / active EE | $1,846 | $6,467-71.5% | $5,631-67.2% | $6,689-72.4% |
| Admin fee / account holder | $4,004 | $19,275-79.2% | $15,885-74.8% | $13,390-70.1% |