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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 | $26,544 | $157,304-83.1% | $141,197-81.2% | $152,909-82.6% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 19.45% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $621 | $5,263-88.2% | $4,736-86.9% | $4,764-87.0% |
| Participant deferral / active EE | $3,923 | $7,111-44.8% | $6,710-41.5% | $5,851-33.0% |
| Admin fee / account holder | $550 | $12,126-95.5% | $10,265-94.6% | $11,601-95.3% |