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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 | $12,646 | $45,050-71.9% | $63,018-79.9% | $70,126-82.0% |
| Participation rate | 40.4% | 69.5%-29.2pp | 74.8%-34.5pp | 69.5%-29.2pp |
| Annual return | 13.67% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $231 | $2,052-88.7% | $2,761-91.6% | $2,343-90.1% |
| Participant deferral / active EE | $2,225 | $2,466-9.7% | $3,330-33.2% | $3,332-33.2% |
| Admin fee / account holder | $380 | $2,834-86.6% | $3,601-89.5% | $4,645-91.8% |