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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 | $34,766 | $162,821-78.6% | $133,978-74.1% | $158,982-78.1% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.9pp |
| Annual return | 24.60% | 41.95%-17.3pp | 45.10%-20.5pp | 302.99%-278.4pp |
| Employer contribution / active EE | $873 | $4,976-82.5% | $3,919-77.7% | $4,763-81.7% |
| Participant deferral / active EE | $2,259 | $5,910-61.8% | $5,047-55.2% | $5,983-62.2% |
| Admin fee / account holder | $4,718 | $11,742-59.8% | $8,930-47.2% | $11,252-58.1% |