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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 | $17,472 | $81,358-78.5% | $155,556-88.8% | $80,959-78.4% |
| Participation rate | 26.7% | 66.3%-39.6pp | 78.2%-51.6pp | 67.7%-41.0pp |
| Annual return | 30.99% | 33.39%-2.4pp | 64.84%-33.8pp | 35.67%-4.7pp |
| Employer contribution / active EE | $190 | $3,106-93.9% | $4,675-95.9% | $2,757-93.1% |
| Participant deferral / active EE | $941 | $3,455-72.8% | $5,631-83.3% | $4,300-78.1% |
| Admin fee / account holder | $961 | $7,994-88.0% | $15,885-94.0% | $6,925-86.1% |