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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 | $9,980 | $58,311-82.9% | $81,882-87.8% | $80,959-87.7% |
| Participation rate | 32.7% | 63.5%-30.8pp | 72.4%-39.7pp | 67.7%-35.0pp |
| Annual return | 12.30% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $264 | $2,347-88.8% | $2,916-91.0% | $2,757-90.4% |
| Participant deferral / active EE | $1,234 | $3,287-62.5% | $4,323-71.5% | $4,300-71.3% |
| Admin fee / account holder | $462 | $4,752-90.3% | $7,360-93.7% | $6,925-93.3% |