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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 | $16,204 | $85,171-81.0% | $172,753-90.6% | $72,976-77.8% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.6%-20.0pp | 69.5%-6.8pp |
| Annual return | 20.33% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $311 | $3,324-90.7% | $5,144-94.0% | $2,440-87.3% |
| Participant deferral / active EE | $1,179 | $3,260-63.8% | $5,198-77.3% | $3,608-67.3% |
| Admin fee / account holder | $3,430 | $5,880-41.7% | $13,956-75.4% | $5,124-33.1% |