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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 | $18,933 | $72,071-73.7% | $68,368-72.3% | $137,256-86.2% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.0%-41.5pp |
| Annual return | 16.95% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $313 | $2,788-88.8% | $2,649-88.2% | $4,156-92.5% |
| Participant deferral / active EE | $1,634 | $4,410-63.0% | $4,123-60.4% | $6,407-74.5% |
| Admin fee / account holder | $307 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |