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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 | $23,126 | $106,918-78.4% | $84,021-72.5% | $152,897-84.9% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.5%-43.6pp |
| Annual return | 16.37% | 105.01%-88.6pp | 71.32%-54.9pp | 345.43%-329.1pp |
| Employer contribution / active EE | $342 | $2,735-87.5% | $1,984-82.8% | $4,764-92.8% |
| Participant deferral / active EE | $1,014 | $4,012-74.7% | $3,239-68.7% | $5,851-82.7% |
| Admin fee / account holder | $1,280 | $8,288-84.6% | $6,102-79.0% | $11,599-89.0% |