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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 | $23,538 | $157,296-85.0% | $141,191-83.3% | $152,897-84.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 26.90% | 64.34%-37.4pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $821 | $5,262-84.4% | $4,736-82.7% | $4,764-82.8% |
| Participant deferral / active EE | $3,042 | $7,111-57.2% | $6,710-54.7% | $5,851-48.0% |
| Admin fee / account holder | $1,549 | $12,125-87.2% | $10,264-84.9% | $11,599-86.6% |