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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 | $19,012 | $162,136-88.3% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 24.75% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $906 | $4,890-81.5% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $3,324 | $8,341-60.2% | $8,004-58.5% | $6,730-50.6% |
| Admin fee / account holder | $7,761 | $15,759-50.8% | $14,398-46.1% | $14,365-46.0% |