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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 | $39,078 | $185,312-78.9% | $161,489-75.8% | $154,746-74.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.66% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $953 | $4,769-80.0% | $4,268-77.7% | $4,379-78.2% |
| Participant deferral / active EE | $5,473 | $6,350-13.8% | $5,630-2.8% | $6,730-18.7% |
| Admin fee / account holder | $347 | $18,654-98.1% | $16,006-97.8% | $14,365-97.6% |