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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 | $19,828 | $183,516-89.2% | $155,534-87.3% | $145,884-86.4% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 18.20% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $933 | $5,315-82.4% | $4,675-80.0% | $4,662-80.0% |
| Participant deferral / active EE | $3,095 | $6,467-52.1% | $5,630-45.0% | $6,690-53.7% |
| Admin fee / account holder | $384 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |