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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 | $21,575 | $172,111-87.5% | $150,298-85.6% | $137,256-84.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 12.05% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $202 | $4,636-95.7% | $4,154-95.1% | $4,156-95.2% |
| Participant deferral / active EE | $1,979 | $6,166-67.9% | $5,453-63.7% | $6,407-69.1% |
| Admin fee / account holder | $25,361 | $16,471+54.0% | $14,116+79.7% | $12,270+106.7% |