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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 | $33,083 | $165,361-80.0% | $149,715-77.9% | $158,950-79.2% |
| Participation rate | 23.1% | 84.6%-61.5pp | 82.5%-59.4pp | 82.0%-58.9pp |
| Annual return | 17.54% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $220 | $5,103-95.7% | $4,645-95.3% | $4,762-95.4% |
| Participant deferral / active EE | $2,612 | $7,182-63.6% | $6,842-61.8% | $5,983-56.3% |
| Admin fee / account holder | $3,351 | $10,808-69.0% | $9,310-64.0% | $11,248-70.2% |