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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 | $18,954 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 17.81% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $449 | $4,804-90.6% | $4,554-90.1% | $4,156-89.2% |
| Participant deferral / active EE | $2,683 | $8,216-67.3% | $7,897-66.0% | $6,407-58.1% |
| Admin fee / account holder | $716 | $14,344-95.0% | $13,129-94.5% | $12,270-94.2% |