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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 | $114,119-86.0% | $107,187-85.1% | $138,895-88.5% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 21.17% | 273.21%-252.0pp | 204.55%-183.4pp | 145.39%-124.2pp |
| Employer contribution / active EE | $407 | $4,059-90.0% | $3,782-89.2% | $4,194-90.3% |
| Participant deferral / active EE | $2,748 | $5,538-50.4% | $5,096-46.1% | $6,396-57.0% |
| Admin fee / account holder | $1,174 | $10,024-88.3% | $9,162-87.2% | $12,562-90.7% |