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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 | $34,504 | $129,737-73.4% | $119,126-71.0% | $154,746-77.7% |
| Participation rate | 18.8% | 78.9%-60.1pp | 75.8%-57.0pp | 80.7%-62.0pp |
| Annual return | 18.48% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $809 | $4,375-81.5% | $4,034-79.9% | $4,379-81.5% |
| Participant deferral / active EE | $1,970 | $5,842-66.3% | $5,318-63.0% | $6,730-70.7% |
| Admin fee / account holder | $6,115 | $11,961-48.9% | $10,693-42.8% | $14,365-57.4% |