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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 | $21,238 | $183,516-88.4% | $155,534-86.3% | $145,884-85.4% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 25.27% | 61.43%-36.2pp | 64.92%-39.6pp | 551.85%-526.6pp |
| Employer contribution / active EE | $1,001 | $5,315-81.2% | $4,675-78.6% | $4,662-78.5% |
| Participant deferral / active EE | $3,225 | $6,467-50.1% | $5,630-42.7% | $6,690-51.8% |
| Admin fee / account holder | $364 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |