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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 | $14,788 | $84,233-82.4% | $170,436-91.3% | $70,131-78.9% |
| Participation rate | 49.1% | 70.8%-21.8pp | 83.6%-34.5pp | 69.5%-20.5pp |
| Annual return | 16.74% | 23.06%-6.3pp | 205.94%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $359 | $3,387-89.4% | $5,433-93.4% | $2,342-84.7% |
| Participant deferral / active EE | $2,170 | $3,086-29.7% | $4,939-56.1% | $3,332-34.9% |
| Admin fee / account holder | $894 | $5,698-84.3% | $13,880-93.6% | $4,645-80.7% |