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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 | $81,233-82.3% | $155,567-90.8% | $80,874-82.2% |
| Participation rate | 35.6% | 66.2%-30.6pp | 78.2%-42.6pp | 67.6%-32.0pp |
| Annual return | 14.09% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $348 | $3,101-88.8% | $4,674-92.6% | $2,756-87.4% |
| Participant deferral / active EE | $1,368 | $3,452-60.4% | $5,628-75.7% | $4,297-68.2% |
| Admin fee / account holder | $475 | $7,998-94.1% | $15,916-97.0% | $6,935-93.2% |