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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 | $15,876 | $172,111-90.8% | $150,298-89.4% | $137,256-88.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.12% | 69.37%-53.2pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $558 | $4,636-88.0% | $4,154-86.6% | $4,156-86.6% |
| Participant deferral / active EE | $2,057 | $6,166-66.6% | $5,453-62.3% | $6,407-67.9% |
| Admin fee / account holder | $674 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |