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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 | $17,957 | $95,406-81.2% | $185,849-90.3% | $85,847-79.1% |
| Participation rate | 55.3% | 68.8%-13.5pp | 81.7%-26.4pp | 69.3%-14.1pp |
| Annual return | 13.03% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $349 | $3,314-89.5% | $5,169-93.2% | $2,565-86.4% |
| Participant deferral / active EE | $1,624 | $3,424-52.6% | $5,569-70.8% | $3,952-58.9% |
| Admin fee / account holder | $943 | $7,214-86.9% | $16,244-94.2% | $6,261-84.9% |