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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 | $13,614 | $38,967-65.1% | $86,233-84.2% | $79,634-82.9% |
| Participation rate | 11.4% | 34.1%-22.6pp | 69.0%-57.6pp | 62.5%-51.0pp |
| Annual return | 14.00% | 49.90%-35.9pp | 61.39%-47.4pp | 36.46%-22.5pp |
| Employer contribution / active EE | $37 | $868-95.8% | $2,504-98.5% | $2,529-98.6% |
| Participant deferral / active EE | $489 | $1,663-70.6% | $4,559-89.3% | $3,835-87.3% |
| Admin fee / account holder | $1,127 | $2,660-57.6% | $8,342-86.5% | $1,002+12.4% |