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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 | $18,222 | $84,236-78.4% | $170,435-89.3% | $70,126-74.0% |
| Participation rate | 9.2% | 70.8%-61.6pp | 83.6%-74.4pp | 69.5%-60.4pp |
| Annual return | 14.77% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $244 | $3,387-92.8% | $5,432-95.5% | $2,343-89.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,836 | $5,698-15.1% | $13,881-65.2% | $4,645+4.1% |