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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 | $111,535-85.7% | $105,223-84.8% | $137,256-88.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 21.17% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $407 | $3,939-89.7% | $3,689-89.0% | $4,156-90.2% |
| Participant deferral / active EE | $2,748 | $5,500-50.0% | $5,072-45.8% | $6,407-57.1% |
| Admin fee / account holder | $1,174 | $9,721-87.9% | $8,859-86.7% | $12,270-90.4% |