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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 | $28,038 | $148,629-81.1% | $135,982-79.4% | $139,487-79.9% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 18.92% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $520 | $5,247-90.1% | $4,859-89.3% | $4,755-89.1% |
| Participant deferral / active EE | $2,815 | $8,102-65.3% | $7,760-63.7% | $6,713-58.1% |
| Admin fee / account holder | $324 | $12,406-97.4% | $10,767-97.0% | $11,407-97.2% |