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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 | $14,658 | $114,119-87.2% | $107,187-86.3% | $138,895-89.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 21.37% | 273.21%-251.8pp | 204.55%-183.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $804 | $4,059-80.2% | $3,782-78.8% | $4,194-80.8% |
| Participant deferral / active EE | $2,629 | $5,538-52.5% | $5,096-48.4% | $6,396-58.9% |
| Admin fee / account holder | $806 | $10,024-92.0% | $9,162-91.2% | $12,562-93.6% |