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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 | $183,592-79.1% | $155,574-75.3% | $145,877-73.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 9.97% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $945 | $5,317-82.2% | $4,676-79.8% | $4,663-79.7% |
| Participant deferral / active EE | $2,270 | $6,466-64.9% | $5,629-59.7% | $6,691-66.1% |
| Admin fee / account holder | $340 | $19,316-98.2% | $15,914-97.9% | $13,402-97.5% |