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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 | $39,133 | $209,425-81.3% | $178,499-78.1% | $158,966-75.4% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 14.42% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.5pp |
| Employer contribution / active EE | $843 | $5,707-85.2% | $5,011-83.2% | $4,762-82.3% |
| Participant deferral / active EE | $4,202 | $5,955-29.4% | $5,202-19.2% | $5,983-29.8% |
| Admin fee / account holder | $751 | $17,078-95.6% | $13,986-94.6% | $11,250-93.3% |