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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 | $21,814 | $202,460-89.2% | $169,385-87.1% | $139,456-84.4% |
| Participation rate | 57.9% | 81.1%-23.2pp | 77.2%-19.3pp | 80.3%-22.4pp |
| Annual return | 18.98% | 532.07%-513.1pp | 405.82%-386.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $562 | $4,691-88.0% | $4,012-86.0% | $4,753-88.2% |
| Participant deferral / active EE | $1,575 | $6,938-77.3% | $6,221-74.7% | $6,711-76.5% |
| Admin fee / account holder | $1,671 | $10,719-84.4% | $9,011-81.5% | $11,407-85.4% |