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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 | $183,516-86.0% | $155,534-83.5% | $145,884-82.4% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 41.45% | 61.43%-20.0pp | 64.92%-23.5pp | 551.85%-510.4pp |
| Employer contribution / active EE | $886 | $5,315-83.3% | $4,675-81.0% | $4,662-81.0% |
| Participant deferral / active EE | $3,839 | $6,467-40.6% | $5,630-31.8% | $6,690-42.6% |
| Admin fee / account holder | $663 | $19,293-96.6% | $15,900-95.8% | $13,392-95.1% |