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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 | $14,359 | $81,276-82.3% | $155,574-90.8% | $80,925-82.3% |
| Participation rate | 35.6% | 66.2%-30.6pp | 78.2%-42.6pp | 67.7%-32.0pp |
| Annual return | 14.09% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $348 | $3,103-88.8% | $4,676-92.6% | $2,756-87.4% |
| Participant deferral / active EE | $1,368 | $3,453-60.4% | $5,629-75.7% | $4,299-68.2% |
| Admin fee / account holder | $475 | $7,993-94.1% | $15,914-97.0% | $6,940-93.2% |