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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 | $34,802 | $185,312-81.2% | $161,489-78.4% | $154,746-77.5% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $916 | $4,769-80.8% | $4,268-78.5% | $4,379-79.1% |
| Participant deferral / active EE | $3,866 | $6,350-39.1% | $5,630-31.3% | $6,730-42.6% |
| Admin fee / account holder | $388 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |