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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 | $23,376 | $124,330-81.2% | $109,173-78.6% | $167,536-86.0% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 13.98% | 26.04%-12.1pp | 25.75%-11.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $368 | $4,209-91.3% | $3,723-90.1% | $4,839-92.4% |
| Participant deferral / active EE | $2,199 | $5,256-58.2% | $4,654-52.8% | $6,342-65.3% |
| Admin fee / account holder | $3,215 | $7,974-59.7% | $6,755-52.4% | $12,315-73.9% |