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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 | $24,131 | $183,539-86.9% | $155,556-84.5% | $145,897-83.5% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.43% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $996 | $5,315-81.3% | $4,675-78.7% | $4,663-78.6% |
| Participant deferral / active EE | $2,042 | $6,467-68.4% | $5,631-63.7% | $6,689-69.5% |
| Admin fee / account holder | $15,638 | $19,275-18.9% | $15,885-1.6% | $13,390+16.8% |