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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 | $16,542 | $65,395-74.7% | $182,558-90.9% | $72,976-77.3% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 69.5%-10.0pp |
| Annual return | 21.95% | 27.68%-5.7pp | 148.59%-126.6pp | 81.02%-59.1pp |
| Employer contribution / active EE | $288 | $1,911-84.9% | $4,076-92.9% | $2,440-88.2% |
| Participant deferral / active EE | $2,178 | $3,563-38.9% | $5,526-60.6% | $3,608-39.6% |
| Admin fee / account holder | $461 | $4,245-89.1% | $8,594-94.6% | $5,124-91.0% |