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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 | $18,693 | $50,554-63.0% | $67,681-72.4% | $87,485-78.6% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 13.94% | 17.81%-3.9pp | 590.58%-576.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $258 | $1,988-87.0% | $2,678-90.4% | $2,596-90.1% |
| Participant deferral / active EE | $1,164 | $2,961-60.7% | $3,976-70.7% | $4,274-72.8% |
| Admin fee / account holder | $1,812 | $4,132-56.1% | $6,100-70.3% | $7,775-76.7% |