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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 | $14,313 | $81,233-82.4% | $155,567-90.8% | $80,874-82.3% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 16.77% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $71 | $3,101-97.7% | $4,674-98.5% | $2,756-97.4% |
| Participant deferral / active EE | $1,763 | $3,452-48.9% | $5,628-68.7% | $4,297-59.0% |
| Admin fee / account holder | $1,117 | $7,998-86.0% | $15,916-93.0% | $6,935-83.9% |