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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 | $21,520 | $183,592-88.3% | $155,574-86.2% | $145,877-85.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 14.74% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $597 | $5,317-88.8% | $4,676-87.2% | $4,663-87.2% |
| Participant deferral / active EE | $2,578 | $6,466-60.1% | $5,629-54.2% | $6,691-61.5% |
| Admin fee / account holder | $6,841 | $19,316-64.6% | $15,914-57.0% | $13,402-49.0% |