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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 | $11,866 | $81,262-85.4% | $155,602-92.4% | $80,911-85.3% |
| Participation rate | 51.6% | 66.2%-14.6pp | 78.2%-26.6pp | 67.6%-16.0pp |
| Annual return | 15.56% | 33.34%-17.8pp | 64.81%-49.2pp | 35.63%-20.1pp |
| Employer contribution / active EE | $281 | $3,102-91.0% | $4,675-94.0% | $2,756-89.8% |
| Participant deferral / active EE | $1,213 | $3,451-64.8% | $5,629-78.4% | $4,297-71.8% |
| Admin fee / account holder | $1,649 | $7,992-79.4% | $15,923-89.6% | $6,935-76.2% |