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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 | $17,554 | $109,411-84.0% | $89,435-80.4% | $158,982-89.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 10.23% | 345.68%-335.4pp | 245.55%-235.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $113 | $3,173-96.4% | $2,587-95.6% | $4,763-97.6% |
| Participant deferral / active EE | $1,499 | $4,600-67.4% | $3,890-61.5% | $5,983-74.9% |
| Admin fee / account holder | $4,295 | $6,159-30.3% | $4,884-12.1% | $11,252-61.8% |