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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 | $16,946 | $52,967-68.0% | $172,753-90.2% | $65,186-74.0% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-50.0pp | 70.2%-37.5pp |
| Annual return | 20.25% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.1pp |
| Employer contribution / active EE | $198 | $2,190-91.0% | $5,144-96.2% | $2,177-90.9% |
| Participant deferral / active EE | $883 | $2,471-64.3% | $5,198-83.0% | $3,514-74.9% |
| Admin fee / account holder | $3,785 | $472+701.9% | $13,956-72.9% | $847+346.8% |