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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 | $12,217 | $174,379-93.0% | $152,093-92.0% | $138,895-91.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 15.22% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $94 | $4,652-98.0% | $4,175-97.8% | $4,194-97.8% |
| Participant deferral / active EE | $1,797 | $6,159-70.8% | $5,451-67.0% | $6,396-71.9% |
| Admin fee / account holder | $14,719 | $16,880-12.8% | $14,497+1.5% | $12,562+17.2% |