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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 | $15,240 | $106,280-85.7% | $96,538-84.2% | $139,487-89.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $705 | $4,107-82.8% | $3,740-81.1% | $4,755-85.2% |
| Participant deferral / active EE | $3,650 | $5,457-33.1% | $4,880-25.2% | $6,713-45.6% |
| Admin fee / account holder | $2,414 | $7,888-69.4% | $6,737-64.2% | $11,407-78.8% |