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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 | $14,857 | $61,125-75.7% | $94,057-84.2% | $87,485-83.0% |
| Participation rate | 30.6% | 64.1%-33.5pp | 73.3%-42.8pp | 68.9%-38.4pp |
| Annual return | 12.90% | 35.20%-22.3pp | 480.62%-467.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $45 | $2,136-97.9% | $2,933-98.5% | $2,596-98.3% |
| Participant deferral / active EE | $826 | $3,260-74.7% | $4,709-82.5% | $4,274-80.7% |
| Admin fee / account holder | $1,715 | $5,629-69.5% | $7,244-76.3% | $7,775-77.9% |