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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 | $20,546 | $183,627-88.8% | $155,602-86.8% | $145,978-85.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.5pp |
| Annual return | 12.17% | 61.32%-49.1pp | 64.81%-52.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $630 | $5,316-88.2% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $2,055 | $6,466-68.2% | $5,629-63.5% | $6,690-69.3% |
| Admin fee / account holder | $4,530 | $19,327-76.6% | $15,923-71.6% | $13,400-66.2% |