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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 | $35,019 | $183,627-80.9% | $155,602-77.5% | $145,978-76.0% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 18.85% | 61.32%-42.5pp | 64.81%-46.0pp | 550.52%-531.7pp |
| Employer contribution / active EE | $566 | $5,316-89.4% | $4,675-87.9% | $4,662-87.9% |
| Participant deferral / active EE | $2,697 | $6,466-58.3% | $5,629-52.1% | $6,690-59.7% |
| Admin fee / account holder | $522 | $19,327-97.3% | $15,923-96.7% | $13,400-96.1% |