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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 | $109,327-83.9% | $89,391-80.4% | $158,931-89.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 10.23% | 345.68%-335.4pp | 245.62%-235.4pp | 302.86%-292.6pp |
| Employer contribution / active EE | $113 | $3,170-96.4% | $2,586-95.6% | $4,761-97.6% |
| Participant deferral / active EE | $1,499 | $4,598-67.4% | $3,890-61.5% | $5,982-74.9% |
| Admin fee / account holder | $4,295 | $6,153-30.2% | $4,881-12.0% | $11,247-61.8% |