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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 | $20,688 | $78,690-73.7% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 37.0% | 67.5%-30.5pp | 78.7%-41.7pp | 68.9%-32.0pp |
| Annual return | 18.25% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $187 | $2,588-92.8% | $4,268-95.6% | $2,596-92.8% |
| Participant deferral / active EE | $1,249 | $3,311-62.3% | $5,630-77.8% | $4,274-70.8% |
| Admin fee / account holder | $769 | $6,724-88.6% | $16,006-95.2% | $7,775-90.1% |