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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 | $42,683 | $223,823-80.9% | $211,142-79.8% | $154,746-72.4% |
| Participation rate | 28.6% | 87.9%-59.3pp | 87.3%-58.7pp | 80.7%-52.1pp |
| Annual return | 11.10% | 50.39%-39.3pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $851 | $6,787-87.5% | $6,442-86.8% | $4,379-80.6% |
| Participant deferral / active EE | $3,338 | $9,750-65.8% | $9,284-64.0% | $6,730-50.4% |
| Admin fee / account holder | $32,616 | $19,707+65.5% | $19,076+71.0% | $14,365+127.0% |