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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 | $16,984 | $70,366-75.9% | $66,674-74.5% | $138,895-87.8% |
| Participation rate | 36.8% | 76.2%-39.3pp | 73.7%-36.8pp | 79.9%-43.1pp |
| Annual return | 18.67% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $170 | $2,765-93.9% | $2,620-93.5% | $4,194-95.9% |
| Participant deferral / active EE | $824 | $4,374-81.2% | $4,084-79.8% | $6,396-87.1% |
| Admin fee / account holder | $434 | $5,262-91.8% | $5,098-91.5% | $12,562-96.5% |