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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 | $14,658 | $58,311-74.9% | $81,882-82.1% | $80,959-81.9% |
| Participation rate | 24.7% | 63.5%-38.8pp | 72.4%-47.7pp | 67.7%-42.9pp |
| Annual return | 14.31% | 41.85%-27.5pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $282 | $2,347-88.0% | $2,916-90.3% | $2,757-89.8% |
| Participant deferral / active EE | $867 | $3,287-73.6% | $4,323-79.9% | $4,300-79.8% |
| Admin fee / account holder | $1,268 | $4,752-73.3% | $7,360-82.8% | $6,925-81.7% |