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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 | $26,540 | $160,028-83.4% | $147,080-82.0% | $145,884-81.8% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 12.30% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $208 | $5,286-96.1% | $4,933-95.8% | $4,662-95.5% |
| Participant deferral / active EE | $10,792 | $8,422+28.1% | $8,066+33.8% | $6,690+61.3% |
| Admin fee / account holder | $16,164 | $15,030+7.5% | $12,989+24.4% | $13,392+20.7% |