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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 | $12,834 | $77,416-83.4% | $69,464-81.5% | $152,897-91.6% |
| Participation rate | 47.1% | 78.1%-31.0pp | 74.6%-27.5pp | 82.5%-35.4pp |
| Annual return | 26.67% | 39.08%-12.4pp | 28.98%-2.3pp | 345.43%-318.8pp |
| Employer contribution / active EE | $342 | $3,315-89.7% | $2,779-87.7% | $4,764-92.8% |
| Participant deferral / active EE | $929 | $4,413-79.0% | $3,536-73.7% | $5,851-84.1% |
| Admin fee / account holder | $630 | $6,208-89.8% | $3,840-83.6% | $11,599-94.6% |