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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 | $17,777 | $73,839-75.9% | $143,788-87.6% | $68,495-74.0% |
| Participation rate | 52.5% | 66.7%-14.2pp | 80.3%-27.8pp | 67.9%-15.4pp |
| Annual return | 13.88% | 1.01%+12.9pp | -0.03%+13.9pp | -7.84%+21.7pp |
| Employer contribution / active EE | $325 | $3,184-89.8% | $4,952-93.4% | $2,596-87.5% |
| Participant deferral / active EE | $1,301 | $3,384-61.6% | $5,638-76.9% | $4,028-67.7% |
| Admin fee / account holder | $959 | $5,755-83.3% | $14,675-93.5% | $5,403-82.2% |