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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 | $11,561 | $48,277-76.1% | $67,511-82.9% | $80,874-85.7% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.6%-26.0pp |
| Annual return | 12.74% | 18.27%-5.5pp | 3517.41%-3504.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $308 | $2,021-84.8% | $2,733-88.7% | $2,756-88.8% |
| Participant deferral / active EE | $822 | $2,926-71.9% | $4,000-79.5% | $4,297-80.9% |
| Admin fee / account holder | $2,219 | $3,687-39.8% | $3,999-44.5% | $6,935-68.0% |