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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 | $14,989 | $70,366-78.7% | $66,674-77.5% | $138,895-89.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 23.37% | 386.41%-363.0pp | 321.24%-297.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $225 | $2,765-91.9% | $2,620-91.4% | $4,194-94.6% |
| Participant deferral / active EE | $1,215 | $4,374-72.2% | $4,084-70.2% | $6,396-81.0% |
| Admin fee / account holder | $790 | $5,262-85.0% | $5,098-84.5% | $12,562-93.7% |