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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 | $18,772 | $172,111-89.1% | $150,298-87.5% | $137,256-86.3% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 19.41% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $192 | $4,636-95.9% | $4,154-95.4% | $4,156-95.4% |
| Participant deferral / active EE | $1,706 | $6,166-72.3% | $5,453-68.7% | $6,407-73.4% |
| Admin fee / account holder | $365 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |