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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 | $23,180 | $157,296-85.3% | $141,191-83.6% | $152,897-84.8% |
| Participation rate | 18.8% | 84.8%-66.1pp | 82.5%-63.7pp | 82.5%-63.7pp |
| Annual return | 23.29% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $547 | $5,262-89.6% | $4,736-88.5% | $4,764-88.5% |
| Participant deferral / active EE | $2,853 | $7,111-59.9% | $6,710-57.5% | $5,851-51.2% |
| Admin fee / account holder | $7,144 | $12,125-41.1% | $10,264-30.4% | $11,599-38.4% |