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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 | $22,575 | $183,516-87.7% | $155,534-85.5% | $145,884-84.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 18.02% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $733 | $5,315-86.2% | $4,675-84.3% | $4,662-84.3% |
| Participant deferral / active EE | $2,478 | $6,467-61.7% | $5,630-56.0% | $6,690-63.0% |
| Admin fee / account holder | $706 | $19,293-96.3% | $15,900-95.6% | $13,392-94.7% |