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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 | $16,920 | $48,314-65.0% | $67,561-75.0% | $80,925-79.1% |
| Participation rate | 50.6% | 66.4%-15.8pp | 72.9%-22.3pp | 67.7%-17.1pp |
| Annual return | 15.85% | 18.28%-2.4pp | 3525.44%-3509.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $243 | $2,022-88.0% | $2,735-91.1% | $2,756-91.2% |
| Participant deferral / active EE | $795 | $2,927-72.8% | $4,003-80.1% | $4,299-81.5% |
| Admin fee / account holder | $3,265 | $3,690-11.5% | $4,006-18.5% | $6,940-53.0% |