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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 | $17,216 | $183,539-90.6% | $155,556-88.9% | $145,897-88.2% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 19.81% | 61.31%-41.5pp | 64.84%-45.0pp | 552.29%-532.5pp |
| Employer contribution / active EE | $621 | $5,315-88.3% | $4,675-86.7% | $4,663-86.7% |
| Participant deferral / active EE | $2,262 | $6,467-65.0% | $5,631-59.8% | $6,689-66.2% |
| Admin fee / account holder | $314 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |