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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 | $183,627-87.7% | $155,602-85.5% | $145,978-84.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 18.02% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $733 | $5,316-86.2% | $4,675-84.3% | $4,662-84.3% |
| Participant deferral / active EE | $2,478 | $6,466-61.7% | $5,629-56.0% | $6,690-63.0% |
| Admin fee / account holder | $706 | $19,327-96.3% | $15,923-95.6% | $13,400-94.7% |