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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 | $30,189 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 20.32% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $934 | $4,769-80.4% | $4,268-78.1% | $4,379-78.7% |
| Participant deferral / active EE | $3,521 | $6,350-44.5% | $5,630-37.5% | $6,730-47.7% |
| Admin fee / account holder | $1,720 | $18,654-90.8% | $16,006-89.3% | $14,365-88.0% |