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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 | $226,135-89.7% | $182,558-87.3% | $152,909-84.8% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 16.66% | 192.60%-175.9pp | 148.59%-131.9pp | 345.46%-328.8pp |
| Employer contribution / active EE | $307 | $4,979-93.8% | $4,076-92.5% | $4,764-93.5% |
| Participant deferral / active EE | $1,902 | $6,371-70.2% | $5,526-65.6% | $5,851-67.5% |
| Admin fee / account holder | $9,402 | $10,707-12.2% | $8,594+9.4% | $11,601-19.0% |