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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 | $23,367 | $81,233-71.2% | $155,567-85.0% | $80,874-71.1% |
| Participation rate | 18.4% | 66.2%-47.8pp | 78.2%-59.8pp | 67.6%-49.2pp |
| Annual return | 19.52% | 33.33%-13.8pp | 64.74%-45.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $284 | $3,101-90.8% | $4,674-93.9% | $2,756-89.7% |
| Participant deferral / active EE | $1,217 | $3,452-64.7% | $5,628-78.4% | $4,297-71.7% |
| Admin fee / account holder | $351 | $7,998-95.6% | $15,916-97.8% | $6,935-94.9% |