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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 | $19,446 | $111,535-82.6% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.20% | 237.85%-219.7pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $539 | $3,939-86.3% | $3,689-85.4% | $4,156-87.0% |
| Participant deferral / active EE | $1,807 | $5,500-67.2% | $5,072-64.4% | $6,407-71.8% |
| Admin fee / account holder | $343 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |