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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 | $16,727 | $183,627-90.9% | $155,602-89.3% | $145,978-88.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.33% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $628 | $5,316-88.2% | $4,675-86.6% | $4,662-86.5% |
| Participant deferral / active EE | $2,128 | $6,466-67.1% | $5,629-62.2% | $6,690-68.2% |
| Admin fee / account holder | $16,431 | $19,327-15.0% | $15,923+3.2% | $13,400+22.6% |