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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 | $24,184 | $60,349-59.9% | $74,184-67.4% | $62,881-61.5% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 34.64% | 21.38%+13.3pp | 17.74%+16.9pp | 20.14%+14.5pp |
| Employer contribution / active EE | $14 | $1,680-99.2% | $2,370-99.4% | $2,281-99.4% |
| Participant deferral / active EE | $9,096 | $2,856+218.4% | $3,550+156.2% | $3,203+184.0% |
| Admin fee / account holder | $862 | $4,261-79.8% | $5,586-84.6% | $4,296-79.9% |