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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 | $17,194 | $124,980-86.2% | $108,359-84.1% | $154,746-88.9% |
| Participation rate | 56.3% | 75.2%-18.9pp | 70.1%-13.9pp | 80.7%-24.5pp |
| Annual return | 120.38% | 45.00%+75.4pp | 36.89%+83.5pp | 172.34%-52.0pp |
| Employer contribution / active EE | $489 | $2,851-82.9% | $2,399-79.6% | $4,379-88.8% |
| Participant deferral / active EE | $8,347 | $4,743+76.0% | $4,137+101.8% | $6,730+24.0% |
| Admin fee / account holder | $22,546 | $11,502+96.0% | $9,741+131.5% | $14,365+57.0% |