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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 | $24,496 | $106,267-76.9% | $96,520-74.6% | $139,456-82.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.02% | 38.45%-23.4pp | 35.72%-20.7pp | 373.45%-358.4pp |
| Employer contribution / active EE | $480 | $4,105-88.3% | $3,739-87.2% | $4,753-89.9% |
| Participant deferral / active EE | $2,857 | $5,454-47.6% | $4,879-41.4% | $6,711-57.4% |
| Admin fee / account holder | $833 | $7,882-89.4% | $6,733-87.6% | $11,407-92.7% |