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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 | $18,188 | $77,638-76.6% | $156,551-88.4% | $62,881-71.1% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.2pp | 69.3%-27.4pp |
| Annual return | 6.49% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $196 | $3,444-94.3% | $5,501-96.4% | $2,281-91.4% |
| Participant deferral / active EE | $1,220 | $3,046-59.9% | $4,871-74.9% | $3,203-61.9% |
| Admin fee / account holder | $1,536 | $5,561-72.4% | $13,028-88.2% | $4,296-64.3% |