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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 | $18,368 | $78,690-76.7% | $161,489-88.6% | $87,485-79.0% |
| Participation rate | 40.0% | 67.5%-27.5pp | 78.7%-38.7pp | 68.9%-28.9pp |
| Annual return | 19.83% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $323 | $2,588-87.5% | $4,268-92.4% | $2,596-87.5% |
| Participant deferral / active EE | $1,553 | $3,311-53.1% | $5,630-72.4% | $4,274-63.7% |
| Admin fee / account holder | $639 | $6,724-90.5% | $16,006-96.0% | $7,775-91.8% |