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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 | $25,034 | $97,751-74.4% | $103,431-75.8% | $145,978-82.9% |
| Participation rate | 14.3% | 81.1%-66.8pp | 80.5%-66.2pp | 80.3%-66.0pp |
| Annual return | 14.25% | 25.43%-11.2pp | 23.92%-9.7pp | 550.52%-536.3pp |
| Employer contribution / active EE | $87 | $4,684-98.2% | $4,678-98.1% | $4,662-98.1% |
| Participant deferral / active EE | $1,842 | $6,603-72.1% | $6,625-72.2% | $6,690-72.5% |
| Admin fee / account holder | $4,027 | $12,515-67.8% | $9,412-57.2% | $13,400-69.9% |