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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 | $22,144 | $103,392-78.6% | $87,104-74.6% | $152,897-85.5% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 15.18% | 28.10%-12.9pp | 28.19%-13.0pp | 345.43%-330.3pp |
| Employer contribution / active EE | $386 | $3,221-88.0% | $2,521-84.7% | $4,764-91.9% |
| Participant deferral / active EE | $2,125 | $4,778-55.5% | $4,048-47.5% | $5,851-63.7% |
| Admin fee / account holder | $2,544 | $12,194-79.1% | $7,491-66.0% | $11,599-78.1% |