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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 | $33,590 | $185,312-81.9% | $161,489-79.2% | $154,746-78.3% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.7%-26.5pp | 80.7%-28.5pp |
| Annual return | 15.56% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $706 | $4,769-85.2% | $4,268-83.4% | $4,379-83.9% |
| Participant deferral / active EE | $2,270 | $6,350-64.2% | $5,630-59.7% | $6,730-66.3% |
| Admin fee / account holder | $345 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |