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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 | $21,116 | $183,539-88.5% | $155,556-86.4% | $145,897-85.5% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 27.33% | 61.31%-34.0pp | 64.84%-37.5pp | 552.29%-525.0pp |
| Employer contribution / active EE | $848 | $5,315-84.1% | $4,675-81.9% | $4,663-81.8% |
| Participant deferral / active EE | $2,049 | $6,467-68.3% | $5,631-63.6% | $6,689-69.4% |
| Admin fee / account holder | $561 | $19,275-97.1% | $15,885-96.5% | $13,390-95.8% |