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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 | $17,838 | $183,539-90.3% | $155,556-88.5% | $145,897-87.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.19% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $331 | $5,315-93.8% | $4,675-92.9% | $4,663-92.9% |
| Participant deferral / active EE | $2,092 | $6,467-67.6% | $5,631-62.8% | $6,689-68.7% |
| Admin fee / account holder | $2,777 | $19,275-85.6% | $15,885-82.5% | $13,390-79.3% |