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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 | $172,111-88.5% | $150,298-86.9% | $137,256-85.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $321 | $4,636-93.1% | $4,154-92.3% | $4,156-92.3% |
| Participant deferral / active EE | $2,072 | $6,166-66.4% | $5,453-62.0% | $6,407-67.7% |
| Admin fee / account holder | $667 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |