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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 | $12,002 | $51,895-76.9% | $93,063-87.1% | $79,634-84.9% |
| Participation rate | 17.6% | 52.6%-35.0pp | 72.1%-54.5pp | 62.5%-44.9pp |
| Annual return | 22.67% | 18.14%+4.5pp | 34.15%-11.5pp | 36.46%-13.8pp |
| Employer contribution / active EE | $225 | $1,561-85.6% | $2,476-90.9% | $2,529-91.1% |
| Participant deferral / active EE | $548 | $2,964-81.5% | $3,958-86.2% | $3,835-85.7% |
| Admin fee / account holder | $1,016 | $657+54.7% | $6,033-83.2% | $1,002+1.4% |