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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 | $21,098 | $81,276-74.0% | $155,574-86.4% | $80,925-73.9% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.2pp | 67.7%-51.6pp |
| Annual return | 14.00% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $285 | $3,103-90.8% | $4,676-93.9% | $2,756-89.6% |
| Participant deferral / active EE | $959 | $3,453-72.2% | $5,629-83.0% | $4,299-77.7% |
| Admin fee / account holder | $312 | $7,993-96.1% | $15,914-98.0% | $6,940-95.5% |