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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 | $184,014-86.6% | $161,149-84.7% | $138,895-82.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.46% | 21.52%-8.1pp | 21.16%-7.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $804 | $5,055-84.1% | $4,360-81.6% | $4,194-80.8% |
| Participant deferral / active EE | $2,884 | $6,909-58.3% | $6,153-53.1% | $6,396-54.9% |
| Admin fee / account holder | $680 | $18,027-96.2% | $15,194-95.5% | $12,562-94.6% |