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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 | $27,919 | $165,361-83.1% | $149,715-81.4% | $158,950-82.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 20.12% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $342 | $5,103-93.3% | $4,645-92.6% | $4,762-92.8% |
| Participant deferral / active EE | $3,918 | $7,182-45.4% | $6,842-42.7% | $5,983-34.5% |
| Admin fee / account holder | $403 | $10,808-96.3% | $9,310-95.7% | $11,248-96.4% |