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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 | $24,140 | $157,276-84.7% | $141,177-82.9% | $152,885-84.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.93% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $513 | $5,262-90.2% | $4,736-89.2% | $4,763-89.2% |
| Participant deferral / active EE | $3,179 | $7,110-55.3% | $6,710-52.6% | $5,851-45.7% |
| Admin fee / account holder | $15,855 | $12,123+30.8% | $10,263+54.5% | $11,598+36.7% |