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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 | $81,262-82.9% | $155,602-91.1% | $80,911-82.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 13.43% | 33.34%-19.9pp | 64.81%-51.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $329 | $3,102-89.4% | $4,675-93.0% | $2,756-88.1% |
| Participant deferral / active EE | $1,172 | $3,451-66.0% | $5,629-79.2% | $4,297-72.7% |
| Admin fee / account holder | $317 | $7,992-96.0% | $15,923-98.0% | $6,935-95.4% |