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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 | $22,535 | $61,125-63.1% | $94,057-76.0% | $87,485-74.2% |
| Participation rate | 48.2% | 64.1%-15.9pp | 73.3%-25.1pp | 68.9%-20.7pp |
| Annual return | 14.02% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $112 | $2,136-94.8% | $2,933-96.2% | $2,596-95.7% |
| Participant deferral / active EE | $1,117 | $3,260-65.7% | $4,709-76.3% | $4,274-73.9% |
| Admin fee / account holder | $720 | $5,629-87.2% | $7,244-90.1% | $7,775-90.7% |