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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 | $16,373 | $95,406-82.8% | $185,849-91.2% | $85,847-80.9% |
| Participation rate | 42.4% | 68.8%-26.3pp | 81.7%-39.3pp | 69.3%-26.9pp |
| Annual return | 13.02% | 23.59%-10.6pp | 122.10%-109.1pp | 318.61%-305.6pp |
| Employer contribution / active EE | $280 | $3,314-91.5% | $5,169-94.6% | $2,565-89.1% |
| Participant deferral / active EE | $1,478 | $3,424-56.8% | $5,569-73.5% | $3,952-62.6% |
| Admin fee / account holder | $903 | $7,214-87.5% | $16,244-94.4% | $6,261-85.6% |