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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% | $155,574-83.8% | $145,877-82.7% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 21.69% | 61.37%-39.7pp | 64.87%-43.2pp | 551.28%-529.6pp |
| Employer contribution / active EE | $978 | $5,317-81.6% | $4,676-79.1% | $4,663-79.0% |
| Participant deferral / active EE | $4,802 | $6,466-25.7% | $5,629-14.7% | $6,691-28.2% |
| Admin fee / account holder | $2,064 | $19,316-89.3% | $15,914-87.0% | $13,402-84.6% |