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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 | $24,197 | $106,267-77.2% | $96,520-74.9% | $139,456-82.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.75% | 38.45%-18.7pp | 35.72%-16.0pp | 373.45%-353.7pp |
| Employer contribution / active EE | $443 | $4,105-89.2% | $3,739-88.2% | $4,753-90.7% |
| Participant deferral / active EE | $4,354 | $5,454-20.2% | $4,879-10.8% | $6,711-35.1% |
| Admin fee / account holder | $802 | $7,882-89.8% | $6,733-88.1% | $11,407-93.0% |