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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 | $8,386 | $88,996-90.6% | $78,004-89.2% | $138,895-94.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 17.06% | 28.03%-11.0pp | 31.07%-14.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $426 | $2,917-85.4% | $2,469-82.7% | $4,194-89.8% |
| Participant deferral / active EE | $1,408 | $4,724-70.2% | $4,092-65.6% | $6,396-78.0% |
| Admin fee / account holder | $349 | $8,807-96.0% | $7,578-95.4% | $12,562-97.2% |