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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 | $21,581 | $111,535-80.7% | $105,223-79.5% | $137,256-84.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 14.82% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $640 | $3,939-83.8% | $3,689-82.7% | $4,156-84.6% |
| Participant deferral / active EE | $1,728 | $5,500-68.6% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $1,693 | $9,721-82.6% | $8,859-80.9% | $12,270-86.2% |