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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 | $14,414 | $77,814-81.5% | $158,223-90.9% | $86,983-83.4% |
| Participation rate | 27.0% | 68.4%-41.4pp | 79.2%-52.2pp | 69.5%-42.5pp |
| Annual return | 17.73% | 30.54%-12.8pp | 52.09%-34.4pp | 25.83%-8.1pp |
| Employer contribution / active EE | $216 | $2,592-91.7% | $4,109-94.7% | $2,584-91.6% |
| Participant deferral / active EE | $948 | $3,270-71.0% | $5,467-82.7% | $4,194-77.4% |
| Admin fee / account holder | $683 | $5,879-88.4% | $16,047-95.7% | $7,856-91.3% |