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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 | $58,241-84.8% | $81,780-89.1% | $80,911-89.0% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.4%-47.4pp | 67.6%-42.6pp |
| Annual return | 17.80% | 41.73%-23.9pp | 776.27%-758.5pp | 35.63%-17.8pp |
| Employer contribution / active EE | $252 | $2,343-89.2% | $2,914-91.3% | $2,756-90.9% |
| Participant deferral / active EE | $895 | $3,283-72.7% | $4,321-79.3% | $4,297-79.2% |
| Admin fee / account holder | $671 | $4,973-86.5% | $7,384-90.9% | $6,935-90.3% |