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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 | $23,339 | $117,846-80.2% | $102,434-77.2% | $145,884-84.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.66% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $543 | $3,615-85.0% | $3,023-82.0% | $4,662-88.4% |
| Participant deferral / active EE | $1,883 | $5,733-67.2% | $5,055-62.7% | $6,690-71.8% |
| Admin fee / account holder | $754 | $13,356-94.4% | $9,462-92.0% | $13,392-94.4% |