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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 | $17,665 | $49,255-64.1% | $70,494-74.9% | $79,856-77.9% |
| Participation rate | 45.8% | 69.2%-23.3pp | 75.1%-29.2pp | 69.6%-23.8pp |
| Annual return | 41.82% | 30.10%+11.7pp | 109.16%-67.3pp | 31.71%+10.1pp |
| Employer contribution / active EE | $2 | $2,100-99.9% | $2,738-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,232 | $2,768+52.9% | $3,711+14.1% | $3,741+13.1% |
| Admin fee / account holder | $312 | $2,879-89.2% | $3,848-91.9% | $5,306-94.1% |