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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 | $22,594 | $150,435-85.0% | $120,580-81.3% | $145,897-84.5% |
| Participation rate | 20.8% | 78.8%-58.0pp | 72.0%-51.1pp | 80.3%-59.5pp |
| Annual return | 13.04% | 154.60%-141.6pp | 107.48%-94.4pp | 552.29%-539.3pp |
| Employer contribution / active EE | $469 | $4,352-89.2% | $3,469-86.5% | $4,663-89.9% |
| Participant deferral / active EE | $2,575 | $6,174-58.3% | $4,995-48.5% | $6,689-61.5% |
| Admin fee / account holder | $335 | $12,182-97.3% | $9,418-96.4% | $13,390-97.5% |