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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 | $28,022 | $172,111-83.7% | $150,298-81.4% | $137,256-79.6% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 17.82% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $291 | $4,636-93.7% | $4,154-93.0% | $4,156-93.0% |
| Participant deferral / active EE | $1,711 | $6,166-72.2% | $5,453-68.6% | $6,407-73.3% |
| Admin fee / account holder | $1,353 | $16,471-91.8% | $14,116-90.4% | $12,270-89.0% |