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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 | $24,066 | $157,304-84.7% | $141,197-83.0% | $152,909-84.3% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 58.40% | 64.34%-5.9pp | 71.41%-13.0pp | 345.46%-287.1pp |
| Employer contribution / active EE | $628 | $5,263-88.1% | $4,736-86.7% | $4,764-86.8% |
| Participant deferral / active EE | $8,214 | $7,111+15.5% | $6,710+22.4% | $5,851+40.4% |
| Admin fee / account holder | $319 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |