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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 | $32,336 | $175,231-81.5% | $149,696-78.4% | $139,466-76.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.98% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $505 | $5,478-90.8% | $4,821-89.5% | $4,754-89.4% |
| Participant deferral / active EE | $3,429 | $6,521-47.4% | $5,682-39.7% | $6,712-48.9% |
| Admin fee / account holder | $399 | $16,155-97.5% | $13,212-97.0% | $11,409-96.5% |