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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 | $25,630 | $183,592-86.0% | $155,574-83.5% | $145,877-82.4% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 41.45% | 61.37%-19.9pp | 64.87%-23.4pp | 551.28%-509.8pp |
| Employer contribution / active EE | $886 | $5,317-83.3% | $4,676-81.0% | $4,663-81.0% |
| Participant deferral / active EE | $3,839 | $6,466-40.6% | $5,629-31.8% | $6,691-42.6% |
| Admin fee / account holder | $663 | $19,316-96.6% | $15,914-95.8% | $13,402-95.1% |