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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 | $29,062 | $185,312-84.3% | $161,489-82.0% | $154,746-81.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.69% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $804 | $4,769-83.1% | $4,268-81.2% | $4,379-81.6% |
| Participant deferral / active EE | $3,734 | $6,350-41.2% | $5,630-33.7% | $6,730-44.5% |
| Admin fee / account holder | $589 | $18,654-96.8% | $16,006-96.3% | $14,365-95.9% |