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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 | $18,750 | $78,690-76.2% | $161,489-88.4% | $87,485-78.6% |
| Participation rate | 31.3% | 67.5%-36.1pp | 78.7%-47.4pp | 68.9%-37.6pp |
| Annual return | 18.02% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $55 | $2,588-97.9% | $4,268-98.7% | $2,596-97.9% |
| Participant deferral / active EE | $1,333 | $3,311-59.7% | $5,630-76.3% | $4,274-68.8% |
| Admin fee / account holder | $1,058 | $6,724-84.3% | $16,006-93.4% | $7,775-86.4% |