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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 | $13,092 | $57,119-77.1% | $85,187-84.6% | $80,935-83.8% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 12.25% | 21.70%-9.4pp | 66.67%-54.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $208 | $1,802-88.5% | $2,732-92.4% | $2,757-92.5% |
| Participant deferral / active EE | $1,037 | $3,115-66.7% | $4,525-77.1% | $4,299-75.9% |
| Admin fee / account holder | $2,181 | $4,990-56.3% | $6,162-64.6% | $6,924-68.5% |