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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 | $185,312-89.4% | $161,489-87.8% | $154,746-87.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $321 | $4,769-93.3% | $4,268-92.5% | $4,379-92.7% |
| Participant deferral / active EE | $2,072 | $6,350-67.4% | $5,630-63.2% | $6,730-69.2% |
| Admin fee / account holder | $667 | $18,654-96.4% | $16,006-95.8% | $14,365-95.4% |