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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 | $21,829 | $84,236-74.1% | $170,439-87.2% | $70,124-68.9% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 12.74% | 23.06%-10.3pp | 205.94%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $229 | $3,387-93.2% | $5,433-95.8% | $2,342-90.2% |
| Participant deferral / active EE | $913 | $3,086-70.4% | $4,939-81.5% | $3,332-72.6% |
| Admin fee / account holder | $3,091 | $5,698-45.8% | $13,881-77.7% | $4,645-33.5% |