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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 | $22,373 | $228,352-90.2% | $185,835-88.0% | $158,966-85.9% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 26.32% | 40.81%-14.5pp | 35.96%-9.6pp | 302.95%-276.6pp |
| Employer contribution / active EE | $406 | $4,967-91.8% | $4,087-90.1% | $4,762-91.5% |
| Participant deferral / active EE | $3,574 | $6,416-44.3% | $5,633-36.6% | $5,983-40.3% |
| Admin fee / account holder | $426 | $11,867-96.4% | $9,502-95.5% | $11,250-96.2% |