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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 | $31,145 | $183,516-83.0% | $155,534-80.0% | $145,884-78.7% |
| Participation rate | 36.8% | 82.7%-45.9pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 13.14% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $670 | $5,315-87.4% | $4,675-85.7% | $4,662-85.6% |
| Participant deferral / active EE | $2,742 | $6,467-57.6% | $5,630-51.3% | $6,690-59.0% |
| Admin fee / account holder | $387 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |