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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 | $17,300 | $77,638-77.7% | $156,551-88.9% | $62,881-72.5% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 5.28% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $241 | $3,444-93.0% | $5,501-95.6% | $2,281-89.4% |
| Participant deferral / active EE | $875 | $3,046-71.3% | $4,871-82.0% | $3,203-72.7% |
| Admin fee / account holder | $804 | $5,561-85.5% | $13,028-93.8% | $4,296-81.3% |