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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 | $27,315 | $183,592-85.1% | $155,574-82.4% | $145,877-81.3% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 21.42% | 61.37%-40.0pp | 64.87%-43.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $687 | $5,317-87.1% | $4,676-85.3% | $4,663-85.3% |
| Participant deferral / active EE | $3,854 | $6,466-40.4% | $5,629-31.5% | $6,691-42.4% |
| Admin fee / account holder | $2,284 | $19,316-88.2% | $15,914-85.6% | $13,402-83.0% |