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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 | $24,996 | $106,280-76.5% | $96,538-74.1% | $139,487-82.1% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.3%-56.2pp | 80.3%-62.2pp |
| Annual return | 17.21% | 38.48%-21.3pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $545 | $4,107-86.7% | $3,740-85.4% | $4,755-88.5% |
| Participant deferral / active EE | $1,782 | $5,457-67.3% | $4,880-63.5% | $6,713-73.5% |
| Admin fee / account holder | $598 | $7,888-92.4% | $6,737-91.1% | $11,407-94.8% |