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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 | $11,473 | $108,882-89.5% | $96,754-88.1% | $154,746-92.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 12.15% | 98.39%-86.2pp | 82.04%-69.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $241 | $3,018-92.0% | $2,679-91.0% | $4,379-94.5% |
| Participant deferral / active EE | $1,418 | $5,323-73.4% | $4,758-70.2% | $6,730-78.9% |
| Admin fee / account holder | $6,115 | $10,200-40.1% | $8,905-31.3% | $14,365-57.4% |