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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 | $27,944 | $134,817-79.3% | $123,973-77.5% | $155,188-82.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 17.79% | 515.49%-497.7pp | 388.13%-370.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $880 | $4,425-80.1% | $4,126-78.7% | $4,248-79.3% |
| Participant deferral / active EE | $2,151 | $5,706-62.3% | $5,247-59.0% | $6,531-67.1% |
| Admin fee / account holder | $601 | $13,245-95.5% | $11,799-94.9% | $14,480-95.8% |