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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 | $32,362 | $183,592-82.4% | $155,567-79.2% | $145,959-77.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 16.83% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $906 | $5,315-82.9% | $4,674-80.6% | $4,661-80.6% |
| Participant deferral / active EE | $5,089 | $6,464-21.3% | $5,628-9.6% | $6,689-23.9% |
| Admin fee / account holder | $6,597 | $19,318-65.8% | $15,916-58.6% | $13,398-50.8% |