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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 | $25,188 | $183,592-86.3% | $155,567-83.8% | $145,959-82.7% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 21.69% | 61.24%-39.5pp | 64.74%-43.0pp | 561.95%-540.3pp |
| Employer contribution / active EE | $978 | $5,315-81.6% | $4,674-79.1% | $4,661-79.0% |
| Participant deferral / active EE | $4,802 | $6,464-25.7% | $5,628-14.7% | $6,689-28.2% |
| Admin fee / account holder | $2,064 | $19,318-89.3% | $15,916-87.0% | $13,398-84.6% |