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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 | $38,384 | $183,539-79.1% | $155,556-75.3% | $145,897-73.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 9.97% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $945 | $5,315-82.2% | $4,675-79.8% | $4,663-79.7% |
| Participant deferral / active EE | $2,270 | $6,467-64.9% | $5,631-59.7% | $6,689-66.1% |
| Admin fee / account holder | $340 | $19,275-98.2% | $15,885-97.9% | $13,390-97.5% |