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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 | $23,621 | $167,353-85.9% | $143,797-83.6% | $134,545-82.4% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | 15.75% | 0.48%+15.3pp | -0.04%+15.8pp | 418.37%-402.6pp |
| Employer contribution / active EE | $287 | $5,620-94.9% | $4,952-94.2% | $4,742-94.0% |
| Participant deferral / active EE | $2,221 | $6,447-65.6% | $5,638-60.6% | $6,401-65.3% |
| Admin fee / account holder | $10,930 | $18,096-39.6% | $14,679-25.5% | $11,431-4.4% |