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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 | $19,420 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 19.3% | 66.3%-46.9pp | 78.2%-58.9pp | 67.7%-48.3pp |
| Annual return | 16.11% | 33.39%-17.3pp | 64.84%-48.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $158 | $3,106-94.9% | $4,675-96.6% | $2,757-94.3% |
| Participant deferral / active EE | $1,521 | $3,455-56.0% | $5,631-73.0% | $4,300-64.6% |
| Admin fee / account holder | $1,583 | $7,994-80.2% | $15,885-90.0% | $6,925-77.1% |