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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 | $22,213 | $81,331-72.7% | $155,534-85.7% | $80,935-72.6% |
| Participation rate | 27.8% | 66.3%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 15.99% | 33.37%-17.4pp | 64.92%-48.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $222 | $3,105-92.8% | $4,675-95.2% | $2,757-91.9% |
| Participant deferral / active EE | $931 | $3,454-73.1% | $5,630-83.5% | $4,299-78.4% |
| Admin fee / account holder | $575 | $7,999-92.8% | $15,900-96.4% | $6,924-91.7% |