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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 | $23,702 | $185,312-87.2% | $161,489-85.3% | $154,746-84.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 18.72% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $757 | $4,769-84.1% | $4,268-82.3% | $4,379-82.7% |
| Participant deferral / active EE | $3,646 | $6,350-42.6% | $5,630-35.2% | $6,730-45.8% |
| Admin fee / account holder | $1,231 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |