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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 | $32,836 | $185,312-82.3% | $161,489-79.7% | $154,746-78.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 15.16% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $976 | $4,769-79.5% | $4,268-77.1% | $4,379-77.7% |
| Participant deferral / active EE | $2,842 | $6,350-55.2% | $5,630-49.5% | $6,730-57.8% |
| Admin fee / account holder | $715 | $18,654-96.2% | $16,006-95.5% | $14,365-95.0% |