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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 | $19,340 | $84,236-77.0% | $170,435-88.7% | $70,126-72.4% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 19.13% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $245 | $3,387-92.8% | $5,432-95.5% | $2,343-89.6% |
| Participant deferral / active EE | $979 | $3,086-68.3% | $4,939-80.2% | $3,332-70.6% |
| Admin fee / account holder | $815 | $5,698-85.7% | $13,881-94.1% | $4,645-82.5% |