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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 | $25,469 | $111,535-77.2% | $105,223-75.8% | $137,256-81.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.58% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $766 | $3,939-80.6% | $3,689-79.2% | $4,156-81.6% |
| Participant deferral / active EE | $3,854 | $5,500-29.9% | $5,072-24.0% | $6,407-39.9% |
| Admin fee / account holder | $7,606 | $9,721-21.8% | $8,859-14.1% | $12,270-38.0% |