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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 | $17,031 | $132,634-87.2% | $115,768-85.3% | $137,256-87.6% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 20.46% | 160.70%-140.2pp | 100.46%-80.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $481 | $3,360-85.7% | $2,940-83.7% | $4,156-88.4% |
| Participant deferral / active EE | $2,843 | $5,619-49.4% | $4,917-42.2% | $6,407-55.6% |
| Admin fee / account holder | $855 | $15,028-94.3% | $12,439-93.1% | $12,270-93.0% |