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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 | $19,293 | $78,690-75.5% | $161,489-88.1% | $87,485-77.9% |
| Participation rate | 52.3% | 67.5%-15.2pp | 78.7%-26.4pp | 68.9%-16.6pp |
| Annual return | 14.65% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $202 | $2,588-92.2% | $4,268-95.3% | $2,596-92.2% |
| Participant deferral / active EE | $1,444 | $3,311-56.4% | $5,630-74.4% | $4,274-66.2% |
| Admin fee / account holder | $1,676 | $6,724-75.1% | $16,006-89.5% | $7,775-78.4% |