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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 | $20,692 | $183,592-88.7% | $155,574-86.7% | $145,877-85.8% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 9.43% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $626 | $5,317-88.2% | $4,676-86.6% | $4,663-86.6% |
| Participant deferral / active EE | $2,375 | $6,466-63.3% | $5,629-57.8% | $6,691-64.5% |
| Admin fee / account holder | $492 | $19,316-97.5% | $15,914-96.9% | $13,402-96.3% |