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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 | $25,429 | $148,623-82.9% | $135,974-81.3% | $139,466-81.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 30.00% | 79.30%-49.3pp | 68.30%-38.3pp | 373.66%-343.7pp |
| Employer contribution / active EE | $584 | $5,246-88.9% | $4,859-88.0% | $4,754-87.7% |
| Participant deferral / active EE | $3,861 | $8,103-52.3% | $7,760-50.2% | $6,712-42.5% |
| Admin fee / account holder | $733 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |