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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 | $16,836 | $58,311-71.1% | $81,882-79.4% | $80,959-79.2% |
| Participation rate | 19.4% | 63.5%-44.0pp | 72.4%-52.9pp | 67.7%-48.2pp |
| Annual return | 12.04% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $149 | $2,347-93.7% | $2,916-94.9% | $2,757-94.6% |
| Participant deferral / active EE | $884 | $3,287-73.1% | $4,323-79.6% | $4,300-79.4% |
| Admin fee / account holder | $9,385 | $4,752+97.5% | $7,360+27.5% | $6,925+35.5% |