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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 | $33,094 | $114,119-71.0% | $107,187-69.1% | $138,895-76.2% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 79.9%-50.5pp |
| Annual return | 33.33% | 273.21%-239.9pp | 204.55%-171.2pp | 145.39%-112.1pp |
| Employer contribution / active EE | $558 | $4,059-86.3% | $3,782-85.2% | $4,194-86.7% |
| Participant deferral / active EE | $1,599 | $5,538-71.1% | $5,096-68.6% | $6,396-75.0% |
| Admin fee / account holder | $1,484 | $10,024-85.2% | $9,162-83.8% | $12,562-88.2% |