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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 | $14,803 | $77,908-81.0% | $149,696-90.1% | $75,173-80.3% |
| Participation rate | 62.8% | 65.6%-2.8pp | 78.8%-16.0pp | 67.2%-4.4pp |
| Annual return | 19.38% | 31.73%-12.3pp | 134.46%-115.1pp | 160.72%-141.3pp |
| Employer contribution / active EE | $352 | $3,138-88.8% | $4,821-92.7% | $2,671-86.8% |
| Participant deferral / active EE | $2,116 | $3,411-38.0% | $5,682-62.8% | $4,126-48.7% |
| Admin fee / account holder | $2,295 | $5,950-61.4% | $13,212-82.6% | $5,651-59.4% |