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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 | $26,693 | $175,257-84.8% | $149,717-82.2% | $139,456-80.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.53% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $752 | $5,477-86.3% | $4,820-84.4% | $4,753-84.2% |
| Participant deferral / active EE | $4,931 | $6,521-24.4% | $5,682-13.2% | $6,711-26.5% |
| Admin fee / account holder | $824 | $16,156-94.9% | $13,213-93.8% | $11,407-92.8% |