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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 | $11,622 | $81,276-85.7% | $155,574-92.5% | $80,925-85.6% |
| Participation rate | 63.5% | 66.2%-2.7pp | 78.2%-14.7pp | 67.7%-4.1pp |
| Annual return | 11.18% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $334 | $3,103-89.2% | $4,676-92.9% | $2,756-87.9% |
| Participant deferral / active EE | $1,338 | $3,453-61.2% | $5,629-76.2% | $4,299-68.9% |
| Admin fee / account holder | $1,233 | $7,993-84.6% | $15,914-92.2% | $6,940-82.2% |