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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 | $17,988 | $99,345-81.9% | $84,753-78.8% | $273,972-93.4% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 4.42% | 22.93%-18.5pp | 22.78%-18.4pp | 41.46%-37.0pp |
| Employer contribution / active EE | $15 | $4,214-99.6% | $3,574-99.6% | $4,869-99.7% |
| Participant deferral / active EE | $1,111 | $4,270-74.0% | $3,712-70.1% | $5,287-79.0% |
| Admin fee / account holder | $2,706 | $6,645-59.3% | $5,333-49.3% | $10,133-73.3% |