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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 | $26,303 | $162,136-83.8% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 59.1% | 84.1%-25.0pp | 82.4%-23.4pp | 80.7%-21.6pp |
| Annual return | 17.40% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $478 | $4,890-90.2% | $4,624-89.7% | $4,379-89.1% |
| Participant deferral / active EE | $3,595 | $8,341-56.9% | $8,004-55.1% | $6,730-46.6% |
| Admin fee / account holder | $1,542 | $15,759-90.2% | $14,398-89.3% | $14,365-89.3% |