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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 | $34,455 | $183,539-81.2% | $155,556-77.9% | $145,897-76.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.40% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $352 | $5,315-93.4% | $4,675-92.5% | $4,663-92.5% |
| Participant deferral / active EE | $2,122 | $6,467-67.2% | $5,631-62.3% | $6,689-68.3% |
| Admin fee / account holder | $2,991 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |