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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 | $14,393 | $77,638-81.5% | $156,551-90.8% | $62,881-77.1% |
| Participation rate | 57.4% | 71.2%-13.8pp | 84.0%-26.6pp | 69.3%-11.9pp |
| Annual return | 10.75% | 50.33%-39.6pp | 32.23%-21.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $177 | $3,444-94.9% | $5,501-96.8% | $2,281-92.3% |
| Participant deferral / active EE | $1,030 | $3,046-66.2% | $4,871-78.8% | $3,203-67.8% |
| Admin fee / account holder | $3,185 | $5,561-42.7% | $13,028-75.5% | $4,296-25.8% |