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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 | $23,161 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 28.32% | 74.59%-46.3pp | 66.58%-38.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $805 | $4,804-83.2% | $4,554-82.3% | $4,156-80.6% |
| Participant deferral / active EE | $4,812 | $8,216-41.4% | $7,897-39.1% | $6,407-24.9% |
| Admin fee / account holder | $4,299 | $14,344-70.0% | $13,129-67.3% | $12,270-65.0% |