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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 | $16,911 | $114,119-85.2% | $107,187-84.2% | $138,895-87.8% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 79.9%-23.7pp |
| Annual return | 19.97% | 273.21%-253.2pp | 204.55%-184.6pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,414 | $5,538-56.4% | $5,096-52.6% | $6,396-62.3% |
| Admin fee / account holder | $332 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |