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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 | $15,196 | $77,638-80.4% | $156,551-90.3% | $62,881-75.8% |
| Participation rate | 55.2% | 71.2%-16.0pp | 84.0%-28.8pp | 69.3%-14.1pp |
| Annual return | 4.75% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $360 | $3,444-89.5% | $5,501-93.5% | $2,281-84.2% |
| Participant deferral / active EE | $1,652 | $3,046-45.8% | $4,871-66.1% | $3,203-48.4% |
| Admin fee / account holder | $360 | $5,561-93.5% | $13,028-97.2% | $4,296-91.6% |