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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 | $15,523 | $84,236-81.6% | $170,435-90.9% | $70,126-77.9% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $317 | $3,387-90.7% | $5,432-94.2% | $2,343-86.5% |
| Participant deferral / active EE | $1,434 | $3,086-53.5% | $4,939-71.0% | $3,332-56.9% |
| Admin fee / account holder | $750 | $5,698-86.8% | $13,881-94.6% | $4,645-83.9% |