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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 | $29,791 | $162,136-81.6% | $152,301-80.4% | $154,746-80.7% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $845 | $4,890-82.7% | $4,624-81.7% | $4,379-80.7% |
| Participant deferral / active EE | $2,697 | $8,341-67.7% | $8,004-66.3% | $6,730-59.9% |
| Admin fee / account holder | $525 | $15,759-96.7% | $14,398-96.4% | $14,365-96.3% |