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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 | $22,666 | $185,312-87.8% | $161,489-86.0% | $154,746-85.4% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 17.45% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $778 | $4,769-83.7% | $4,268-81.8% | $4,379-82.2% |
| Participant deferral / active EE | $3,079 | $6,350-51.5% | $5,630-45.3% | $6,730-54.3% |
| Admin fee / account holder | $2,742 | $18,654-85.3% | $16,006-82.9% | $14,365-80.9% |