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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 | $21,926 | $183,516-88.1% | $155,534-85.9% | $145,884-85.0% |
| Participation rate | 39.1% | 82.7%-43.6pp | 78.2%-39.1pp | 80.3%-41.2pp |
| Annual return | 24.74% | 61.43%-36.7pp | 64.92%-40.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $469 | $5,315-91.2% | $4,675-90.0% | $4,662-89.9% |
| Participant deferral / active EE | $2,001 | $6,467-69.1% | $5,630-64.5% | $6,690-70.1% |
| Admin fee / account holder | $851 | $19,293-95.6% | $15,900-94.6% | $13,392-93.6% |