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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 | $183,592-89.4% | $155,574-87.5% | $145,877-86.7% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 22.07% | 61.37%-39.3pp | 64.87%-42.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $892 | $5,317-83.2% | $4,676-80.9% | $4,663-80.9% |
| Participant deferral / active EE | $5,829 | $6,466-9.9% | $5,629+3.5% | $6,691-12.9% |
| Admin fee / account holder | $666 | $19,316-96.6% | $15,914-95.8% | $13,402-95.0% |