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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 | $14,004 | $111,535-87.4% | $105,223-86.7% | $137,256-89.8% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 26.53% | 237.85%-211.3pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $500 | $3,939-87.3% | $3,689-86.5% | $4,156-88.0% |
| Participant deferral / active EE | $1,683 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $735 | $9,721-92.4% | $8,859-91.7% | $12,270-94.0% |