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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 | $17,757 | $126,113-85.9% | $116,096-84.7% | $155,188-88.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 20.60% | 391.72%-371.1pp | 326.25%-305.6pp | 148.84%-128.2pp |
| Employer contribution / active EE | $15 | $2,672-99.5% | $2,503-99.4% | $4,248-99.7% |
| Participant deferral / active EE | $6,072 | $4,162+45.9% | $3,952+53.7% | $6,531-7.0% |
| Admin fee / account holder | $1,640 | $8,045-79.6% | $7,704-78.7% | $14,480-88.7% |