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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 | $8,874 | $58,258-84.8% | $81,820-89.2% | $80,925-89.0% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 17.80% | 41.76%-24.0pp | 777.93%-760.1pp | 35.65%-17.8pp |
| Employer contribution / active EE | $252 | $2,345-89.3% | $2,915-91.4% | $2,756-90.9% |
| Participant deferral / active EE | $895 | $3,284-72.8% | $4,323-79.3% | $4,299-79.2% |
| Admin fee / account holder | $671 | $4,976-86.5% | $7,391-90.9% | $6,940-90.3% |