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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 | $29,181 | $111,535-73.8% | $105,223-72.3% | $137,256-78.7% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 21.82% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $532 | $3,939-86.5% | $3,689-85.6% | $4,156-87.2% |
| Participant deferral / active EE | $5,277 | $5,500-4.0% | $5,072+4.1% | $6,407-17.6% |
| Admin fee / account holder | $392 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |