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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 | $13,918 | $81,358-82.9% | $155,556-91.1% | $80,959-82.8% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 13.43% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $329 | $3,106-89.4% | $4,675-93.0% | $2,757-88.1% |
| Participant deferral / active EE | $1,172 | $3,455-66.1% | $5,631-79.2% | $4,300-72.8% |
| Admin fee / account holder | $317 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |