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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 | $21,661 | $129,737-83.3% | $119,126-81.8% | $154,746-86.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 12.39% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $788 | $4,375-82.0% | $4,034-80.5% | $4,379-82.0% |
| Participant deferral / active EE | $2,332 | $5,842-60.1% | $5,318-56.1% | $6,730-65.3% |
| Admin fee / account holder | $910 | $11,961-92.4% | $10,693-91.5% | $14,365-93.7% |