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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 | $20,106 | $182,442-89.0% | $163,379-87.7% | $138,895-85.5% |
| Participation rate | 53.3% | 79.8%-26.4pp | 76.8%-23.5pp | 79.9%-26.6pp |
| Annual return | 14.91% | 72.74%-57.8pp | 63.41%-48.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $382 | $4,159-90.8% | $3,752-89.8% | $4,194-90.9% |
| Participant deferral / active EE | $1,646 | $6,817-75.9% | $6,282-73.8% | $6,396-74.3% |
| Admin fee / account holder | $7,461 | $10,396-28.2% | $9,818-24.0% | $12,562-40.6% |