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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 | $16,962 | $81,233-79.1% | $155,567-89.1% | $80,874-79.0% |
| Participation rate | 38.3% | 66.2%-27.9pp | 78.2%-39.9pp | 67.6%-29.3pp |
| Annual return | 17.57% | 33.33%-15.8pp | 64.74%-47.2pp | 35.62%-18.0pp |
| Employer contribution / active EE | $376 | $3,101-87.9% | $4,674-92.0% | $2,756-86.3% |
| Participant deferral / active EE | $1,537 | $3,452-55.5% | $5,628-72.7% | $4,297-64.2% |
| Admin fee / account holder | $3,175 | $7,998-60.3% | $15,916-80.1% | $6,935-54.2% |