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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 | $37,673 | $185,883-79.7% | $170,043-77.8% | $139,466-73.0% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 22.73% | 60.54%-37.8pp | 53.40%-30.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $877 | $7,596-88.5% | $6,790-87.1% | $4,754-81.5% |
| Participant deferral / active EE | $3,165 | $11,626-72.8% | $10,410-69.6% | $6,712-52.8% |
| Admin fee / account holder | $996 | $15,393-93.5% | $12,824-92.2% | $11,409-91.3% |