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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 | $14,074 | $77,449-81.8% | $69,483-79.7% | $152,909-90.8% |
| Participation rate | 52.9% | 78.1%-25.1pp | 74.6%-21.7pp | 82.5%-29.5pp |
| Annual return | 9.73% | 39.09%-29.4pp | 28.99%-19.3pp | 345.46%-335.7pp |
| Employer contribution / active EE | $259 | $3,316-92.2% | $2,780-90.7% | $4,764-94.6% |
| Participant deferral / active EE | $1,329 | $4,415-69.9% | $3,537-62.4% | $5,851-77.3% |
| Admin fee / account holder | $1,031 | $6,210-83.4% | $3,841-73.2% | $11,601-91.1% |