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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 | $14,377 | $85,171-83.1% | $172,753-91.7% | $72,976-80.3% |
| Participation rate | 62.2% | 70.1%-7.9pp | 82.6%-20.5pp | 69.5%-7.3pp |
| Annual return | 18.33% | 27.32%-9.0pp | 803.00%-784.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $336 | $3,324-89.9% | $5,144-93.5% | $2,440-86.2% |
| Participant deferral / active EE | $1,148 | $3,260-64.8% | $5,198-77.9% | $3,608-68.2% |
| Admin fee / account holder | $4,190 | $5,880-28.7% | $13,956-70.0% | $5,124-18.2% |