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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 | $24,701 | $178,174-86.1% | $156,181-84.2% | $137,256-82.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.46% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $804 | $4,972-83.8% | $4,294-81.3% | $4,156-80.7% |
| Participant deferral / active EE | $2,884 | $6,888-58.1% | $6,132-53.0% | $6,407-55.0% |
| Admin fee / account holder | $680 | $17,404-96.1% | $14,586-95.3% | $12,270-94.5% |