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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 | $19,468 | $183,539-89.4% | $155,556-87.5% | $145,897-86.7% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 22.07% | 61.31%-39.2pp | 64.84%-42.8pp | 552.29%-530.2pp |
| Employer contribution / active EE | $892 | $5,315-83.2% | $4,675-80.9% | $4,663-80.9% |
| Participant deferral / active EE | $5,829 | $6,467-9.9% | $5,631+3.5% | $6,689-12.9% |
| Admin fee / account holder | $666 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |