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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 | $181,062-86.9% | $158,223-85.0% | $155,188-84.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 18.72% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $757 | $4,565-83.4% | $4,109-81.6% | $4,248-82.2% |
| Participant deferral / active EE | $3,646 | $6,134-40.6% | $5,467-33.3% | $6,531-44.2% |
| Admin fee / account holder | $1,231 | $18,825-93.5% | $16,047-92.3% | $14,480-91.5% |