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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 | $11,514 | $29,736-61.3% | $56,033-79.5% | $80,935-85.8% |
| Participation rate | 15.6% | 41.7%-26.1pp | 52.5%-36.9pp | 67.7%-52.1pp |
| Annual return | 14.54% | 35.28%-20.7pp | 1711.38%-1696.8pp | 35.66%-21.1pp |
| Employer contribution / active EE | $36 | $671-94.7% | $1,041-96.6% | $2,757-98.7% |
| Participant deferral / active EE | $361 | $1,228-70.6% | $1,954-81.5% | $4,299-91.6% |
| Admin fee / account holder | $1,472 | $2,434-39.5% | $2,827-47.9% | $6,924-78.7% |