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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 | $17,310 | $53,127-67.4% | $86,597-80.0% | $70,131-75.3% |
| Participation rate | 14.0% | 65.3%-51.4pp | 73.5%-59.6pp | 69.5%-55.6pp |
| Annual return | 21.60% | 27.66%-6.1pp | 964.96%-943.4pp | 73.14%-51.5pp |
| Employer contribution / active EE | $24 | $2,068-98.8% | $2,840-99.2% | $2,342-99.0% |
| Participant deferral / active EE | $793 | $2,696-70.6% | $3,609-78.0% | $3,332-76.2% |
| Admin fee / account holder | $624 | $3,585-82.6% | $4,906-87.3% | $4,645-86.6% |