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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 | $21,768 | $174,379-87.5% | $152,093-85.7% | $138,895-84.3% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 18.35% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $821 | $4,652-82.4% | $4,175-80.3% | $4,194-80.4% |
| Participant deferral / active EE | $2,022 | $6,159-67.2% | $5,451-62.9% | $6,396-68.4% |
| Admin fee / account holder | $1,039 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |