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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 | $25,823 | $124,980-79.3% | $108,359-76.2% | $154,746-83.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 9.54% | 45.00%-35.5pp | 36.89%-27.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $293 | $2,851-89.7% | $2,399-87.8% | $4,379-93.3% |
| Participant deferral / active EE | $3,723 | $4,743-21.5% | $4,137-10.0% | $6,730-44.7% |
| Admin fee / account holder | $9,341 | $11,502-18.8% | $9,741-4.1% | $14,365-35.0% |