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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 | $13,821 | $78,690-82.4% | $161,489-91.4% | $87,485-84.2% |
| Participation rate | 65.5% | 67.5%-1.9pp | 78.7%-13.2pp | 68.9%-3.4pp |
| Annual return | 18.02% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $323 | $2,588-87.5% | $4,268-92.4% | $2,596-87.5% |
| Participant deferral / active EE | $1,425 | $3,311-57.0% | $5,630-74.7% | $4,274-66.7% |
| Admin fee / account holder | $678 | $6,724-89.9% | $16,006-95.8% | $7,775-91.3% |