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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 | $10,846 | $111,814-90.3% | $103,374-89.5% | $145,959-92.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 32.71% | 24.77%+7.9pp | 24.89%+7.8pp | 561.95%-529.2pp |
| Employer contribution / active EE | $476 | $4,214-88.7% | $3,869-87.7% | $4,661-89.8% |
| Participant deferral / active EE | $1,705 | $5,618-69.6% | $5,058-66.3% | $6,689-74.5% |
| Admin fee / account holder | $575 | $9,754-94.1% | $8,394-93.2% | $13,398-95.7% |