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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 | $25,294 | $97,078-73.9% | $103,065-75.5% | $145,897-82.7% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.6%-47.2pp | 80.3%-47.0pp |
| Annual return | 14.08% | 25.49%-11.4pp | 23.95%-9.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $829 | $4,680-82.3% | $4,675-82.3% | $4,663-82.2% |
| Participant deferral / active EE | $2,042 | $6,601-69.1% | $6,625-69.2% | $6,689-69.5% |
| Admin fee / account holder | $420 | $12,505-96.6% | $9,349-95.5% | $13,390-96.9% |