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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 | $16,431 | $55,453-70.4% | $170,435-90.4% | $62,293-73.6% |
| Participation rate | 39.6% | 66.4%-26.7pp | 83.6%-44.0pp | 69.5%-29.9pp |
| Annual return | 18.24% | 21.38%-3.1pp | 205.94%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $226 | $2,164-89.5% | $5,432-95.8% | $2,042-88.9% |
| Participant deferral / active EE | $785 | $2,303-65.9% | $4,939-84.1% | $3,169-75.2% |
| Admin fee / account holder | $398 | $455-12.5% | $13,881-97.1% | $479-17.0% |