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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 | $32,695 | $180,459-81.9% | $154,108-78.8% | $135,380-75.8% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | 4.07% | 888.21%-884.1pp | 735.21%-731.1pp | 519.81%-515.7pp |
| Employer contribution / active EE | $505 | $6,035-91.6% | $5,298-90.5% | $4,779-89.4% |
| Participant deferral / active EE | $2,775 | $5,806-52.2% | $5,081-45.4% | $5,609-50.5% |
| Admin fee / account holder | $2,520 | $16,145-84.4% | $13,411-81.2% | $10,828-76.7% |