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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 | $22,775 | $165,381-86.2% | $149,730-84.8% | $158,966-85.7% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 18.58% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $830 | $5,104-83.7% | $4,645-82.1% | $4,762-82.6% |
| Participant deferral / active EE | $2,572 | $7,182-64.2% | $6,843-62.4% | $5,983-57.0% |
| Admin fee / account holder | $594 | $10,809-94.5% | $9,310-93.6% | $11,250-94.7% |