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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 | $17,809 | $85,171-79.1% | $172,753-89.7% | $72,976-75.6% |
| Participation rate | 48.7% | 70.1%-21.4pp | 82.6%-34.0pp | 69.5%-20.8pp |
| Annual return | 17.26% | 27.32%-10.1pp | 803.00%-785.7pp | 81.02%-63.8pp |
| Employer contribution / active EE | $257 | $3,324-92.3% | $5,144-95.0% | $2,440-89.5% |
| Participant deferral / active EE | $1,770 | $3,260-45.7% | $5,198-66.0% | $3,608-51.0% |
| Admin fee / account holder | $2,914 | $5,880-50.4% | $13,956-79.1% | $5,124-43.1% |