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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 | $16,195 | $61,815-73.8% | $97,295-83.4% | $80,959-80.0% |
| Participation rate | 33.9% | 63.5%-29.6pp | 72.7%-38.7pp | 67.7%-33.7pp |
| Annual return | 12.93% | -558.73%+571.7pp | 75.62%-62.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $308 | $1,836-83.2% | $2,723-88.7% | $2,757-88.8% |
| Participant deferral / active EE | $1,621 | $3,027-46.4% | $4,264-62.0% | $4,300-62.3% |
| Admin fee / account holder | $492 | $5,166-90.5% | $5,646-91.3% | $6,925-92.9% |