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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 | $23,141 | $181,062-87.2% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 30.8% | 82.7%-51.9pp | 79.2%-48.4pp | 80.8%-50.0pp |
| Annual return | 9.89% | 57.39%-47.5pp | 52.09%-42.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $755 | $4,565-83.5% | $4,109-81.6% | $4,248-82.2% |
| Participant deferral / active EE | $2,710 | $6,134-55.8% | $5,467-50.4% | $6,531-58.5% |
| Admin fee / account holder | $22,070 | $18,825+17.2% | $16,047+37.5% | $14,480+52.4% |