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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 | $23,196 | $226,046-89.7% | $182,508-87.3% | $152,870-84.8% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 16.66% | 192.52%-175.9pp | 148.54%-131.9pp | 345.34%-328.7pp |
| Employer contribution / active EE | $307 | $4,977-93.8% | $4,075-92.5% | $4,763-93.5% |
| Participant deferral / active EE | $1,902 | $6,368-70.1% | $5,525-65.6% | $5,850-67.5% |
| Admin fee / account holder | $9,402 | $10,704-12.2% | $8,592+9.4% | $11,597-18.9% |