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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 | $24,817 | $109,372-77.3% | $89,414-72.2% | $158,966-84.4% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 21.76% | 345.55%-323.8pp | 245.50%-223.7pp | 302.95%-281.2pp |
| Employer contribution / active EE | $272 | $3,171-91.4% | $2,586-89.5% | $4,762-94.3% |
| Participant deferral / active EE | $1,967 | $4,598-57.2% | $3,890-49.4% | $5,983-67.1% |
| Admin fee / account holder | $332 | $6,156-94.6% | $4,883-93.2% | $11,250-97.1% |