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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 | $22,216 | $111,535-80.1% | $105,223-78.9% | $137,256-83.8% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.6pp | 80.0%-36.5pp |
| Annual return | 18.89% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $583 | $3,939-85.2% | $3,689-84.2% | $4,156-86.0% |
| Participant deferral / active EE | $1,599 | $5,500-70.9% | $5,072-68.5% | $6,407-75.0% |
| Admin fee / account holder | $368 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |