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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 | $25,839 | $70,418-63.3% | $96,570-73.2% | $85,847-69.9% |
| Participation rate | 45.5% | 61.8%-16.4pp | 69.8%-24.4pp | 69.3%-23.9pp |
| Annual return | 15.14% | 18.59%-3.5pp | 37.79%-22.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $44 | $1,413-96.9% | $2,357-98.2% | $2,565-98.3% |
| Participant deferral / active EE | $1,948 | $2,894-32.7% | $3,849-49.4% | $3,952-50.7% |
| Admin fee / account holder | $511 | $4,995-89.8% | $6,182-91.7% | $6,261-91.8% |