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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 | $23,276 | $129,737-82.1% | $119,126-80.5% | $154,746-85.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.93% | 379.08%-362.1pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $876 | $4,375-80.0% | $4,034-78.3% | $4,379-80.0% |
| Participant deferral / active EE | $2,650 | $5,842-54.6% | $5,318-50.2% | $6,730-60.6% |
| Admin fee / account holder | $2,817 | $11,961-76.4% | $10,693-73.7% | $14,365-80.4% |