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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 | $134,817-88.1% | $123,973-87.1% | $155,188-89.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 21.17% | 515.49%-494.3pp | 388.13%-367.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $407 | $4,425-90.8% | $4,126-90.1% | $4,248-90.4% |
| Participant deferral / active EE | $2,748 | $5,706-51.8% | $5,247-47.6% | $6,531-57.9% |
| Admin fee / account holder | $1,174 | $13,245-91.1% | $11,799-90.0% | $14,480-91.9% |