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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 | $36,365 | $155,555-76.6% | $146,866-75.2% | $155,188-76.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 22.06% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $520 | $4,647-88.8% | $4,425-88.2% | $4,248-87.8% |
| Participant deferral / active EE | $2,730 | $8,044-66.1% | $7,759-64.8% | $6,531-58.2% |
| Admin fee / account holder | $372 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |