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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 | $19,720 | $174,379-88.7% | $152,093-87.0% | $138,895-85.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 15.57% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $321 | $4,652-93.1% | $4,175-92.3% | $4,194-92.3% |
| Participant deferral / active EE | $2,072 | $6,159-66.4% | $5,451-62.0% | $6,396-67.6% |
| Admin fee / account holder | $667 | $16,880-96.0% | $14,497-95.4% | $12,562-94.7% |