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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 | $28,255 | $115,810-75.6% | $101,271-72.1% | $158,966-82.2% |
| Participation rate | 18.8% | 79.4%-60.6pp | 75.8%-57.1pp | 82.0%-63.2pp |
| Annual return | 22.29% | 56.15%-33.9pp | 46.48%-24.2pp | 302.95%-280.7pp |
| Employer contribution / active EE | $621 | $4,175-85.1% | $3,660-83.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,789 | $4,958-63.9% | $4,371-59.1% | $5,983-70.1% |
| Admin fee / account holder | $906 | $7,248-87.5% | $5,948-84.8% | $11,250-92.0% |