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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 | $22,783 | $124,980-81.8% | $108,359-79.0% | $154,746-85.3% |
| Participation rate | 68.2% | 75.2%-7.0pp | 70.1%-1.9pp | 80.7%-12.5pp |
| Annual return | 15.54% | 45.00%-29.5pp | 36.89%-21.4pp | 172.34%-156.8pp |
| Employer contribution / active EE | $484 | $2,851-83.0% | $2,399-79.8% | $4,379-88.9% |
| Participant deferral / active EE | $3,039 | $4,743-35.9% | $4,137-26.6% | $6,730-54.9% |
| Admin fee / account holder | $1,291 | $11,502-88.8% | $9,741-86.7% | $14,365-91.0% |