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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 | $23,457 | $175,231-86.6% | $149,696-84.3% | $139,466-83.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.52% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $940 | $5,478-82.8% | $4,821-80.5% | $4,754-80.2% |
| Participant deferral / active EE | $10,864 | $6,521+66.6% | $5,682+91.2% | $6,712+61.9% |
| Admin fee / account holder | $7,487 | $16,155-53.7% | $13,212-43.3% | $11,409-34.4% |