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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 | $34,450 | $129,737-73.4% | $119,126-71.1% | $154,746-77.7% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 31.83% | 379.08%-347.3pp | 282.11%-250.3pp | 172.34%-140.5pp |
| Employer contribution / active EE | $595 | $4,375-86.4% | $4,034-85.3% | $4,379-86.4% |
| Participant deferral / active EE | $3,283 | $5,842-43.8% | $5,318-38.3% | $6,730-51.2% |
| Admin fee / account holder | $551 | $11,961-95.4% | $10,693-94.8% | $14,365-96.2% |