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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 | $16,966 | $47,105-64.0% | $68,368-75.2% | $67,986-75.0% |
| Participation rate | 23.0% | 51.8%-28.8pp | 73.8%-50.7pp | 57.2%-34.2pp |
| Annual return | 17.95% | 48.37%-30.4pp | 292.57%-274.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $157 | $1,859-91.6% | $2,649-94.1% | $2,019-92.2% |
| Participant deferral / active EE | $442 | $2,374-81.4% | $4,123-89.3% | $3,358-86.8% |
| Admin fee / account holder | $350 | $2,435-85.6% | $5,150-93.2% | $3,203-89.1% |