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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 | $5,954 | $30,437-80.4% | $56,033-89.4% | $74,459-92.0% |
| Participation rate | 14.7% | 32.9%-18.2pp | 52.5%-37.8pp | 67.2%-52.5pp |
| Annual return | 14.31% | 24.96%-10.7pp | 1711.38%-1697.1pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $94 | $610-84.5% | $1,041-90.9% | $2,626-96.4% |
| Participant deferral / active EE | $311 | $1,176-73.6% | $1,954-84.1% | $4,350-92.9% |
| Admin fee / account holder | $357 | $2,363-84.9% | $2,827-87.4% | $1,945-81.6% |