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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 | $17,453 | $181,062-90.4% | $158,223-89.0% | $155,188-88.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.84% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $732 | $4,565-84.0% | $4,109-82.2% | $4,248-82.8% |
| Participant deferral / active EE | $2,102 | $6,134-65.7% | $5,467-61.6% | $6,531-67.8% |
| Admin fee / account holder | $304 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |