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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 | $114,119-83.0% | $107,187-81.9% | $138,895-86.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 18.20% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $539 | $4,059-86.7% | $3,782-85.8% | $4,194-87.2% |
| Participant deferral / active EE | $1,807 | $5,538-67.4% | $5,096-64.5% | $6,396-71.8% |
| Admin fee / account holder | $343 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |