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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 | $35,108 | $172,111-79.6% | $150,298-76.6% | $137,256-74.4% |
| Participation rate | 45.8% | 81.7%-35.9pp | 77.8%-31.9pp | 80.0%-34.1pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $495 | $4,636-89.3% | $4,154-88.1% | $4,156-88.1% |
| Participant deferral / active EE | $2,923 | $6,166-52.6% | $5,453-46.4% | $6,407-54.4% |
| Admin fee / account holder | $346 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |