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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 | $16,844 | $48,337-65.2% | $67,560-75.1% | $80,959-79.2% |
| Participation rate | 45.9% | 66.4%-20.5pp | 72.9%-27.0pp | 67.7%-21.7pp |
| Annual return | 15.92% | 18.26%-2.3pp | 3533.50%-3517.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $245 | $2,023-87.9% | $2,737-91.1% | $2,757-91.1% |
| Participant deferral / active EE | $2,147 | $2,928-26.7% | $4,004-46.4% | $4,300-50.1% |
| Admin fee / account holder | $1,683 | $3,695-54.5% | $3,994-57.9% | $6,925-75.7% |