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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 | $15,619 | $59,123-73.6% | $77,183-79.8% | $75,181-79.2% |
| Participation rate | 32.6% | 63.9%-31.3pp | 69.6%-37.0pp | 67.2%-34.6pp |
| Annual return | 14.89% | 26.72%-11.8pp | 37.89%-23.0pp | 160.69%-145.8pp |
| Employer contribution / active EE | $233 | $1,996-88.3% | $2,534-90.8% | $2,671-91.3% |
| Participant deferral / active EE | $1,073 | $2,999-64.2% | $3,833-72.0% | $4,126-74.0% |
| Admin fee / account holder | $594 | $4,776-87.6% | $5,475-89.1% | $5,650-89.5% |