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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 | $15,983 | $129,737-87.7% | $119,126-86.6% | $154,746-89.7% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 21.17% | 379.08%-357.9pp | 282.11%-260.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $407 | $4,375-90.7% | $4,034-89.9% | $4,379-90.7% |
| Participant deferral / active EE | $2,748 | $5,842-53.0% | $5,318-48.3% | $6,730-59.2% |
| Admin fee / account holder | $1,174 | $11,961-90.2% | $10,693-89.0% | $14,365-91.8% |