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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 | $38,987 | $180,459-78.4% | $154,108-74.7% | $135,380-71.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 7.12% | 888.21%-881.1pp | 735.21%-728.1pp | 519.81%-512.7pp |
| Employer contribution / active EE | $755 | $6,035-87.5% | $5,298-85.8% | $4,779-84.2% |
| Participant deferral / active EE | $2,037 | $5,806-64.9% | $5,081-59.9% | $5,609-63.7% |
| Admin fee / account holder | $1,301 | $16,145-91.9% | $13,411-90.3% | $10,828-88.0% |