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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 | $12,890 | $110,337-88.3% | $102,383-87.4% | $145,877-91.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 16.46% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $453 | $4,216-89.3% | $3,870-88.3% | $4,663-90.3% |
| Participant deferral / active EE | $2,211 | $5,621-60.7% | $5,060-56.3% | $6,691-66.9% |
| Admin fee / account holder | $6,220 | $9,750-36.2% | $8,391-25.9% | $13,402-53.6% |