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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 | $52,318 | $148,623-64.8% | $135,974-61.5% | $139,466-62.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 26.49% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $700 | $5,246-86.7% | $4,859-85.6% | $4,754-85.3% |
| Participant deferral / active EE | $3,286 | $8,103-59.4% | $7,760-57.7% | $6,712-51.0% |
| Admin fee / account holder | $1,397 | $12,406-88.7% | $10,767-87.0% | $11,409-87.8% |