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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 | $35,147 | $155,555-77.4% | $146,866-76.1% | $155,188-77.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 12.79% | 115.41%-102.6pp | 102.85%-90.1pp | 148.84%-136.0pp |
| Employer contribution / active EE | $442 | $4,647-90.5% | $4,425-90.0% | $4,248-89.6% |
| Participant deferral / active EE | $4,770 | $8,044-40.7% | $7,759-38.5% | $6,531-27.0% |
| Admin fee / account holder | $1,891 | $14,755-87.2% | $13,620-86.1% | $14,480-86.9% |