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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 | $13,767 | $45,343-69.6% | $150,298-90.8% | $67,986-79.8% |
| Participation rate | 28.0% | 51.9%-23.9pp | 77.8%-49.8pp | 57.2%-29.2pp |
| Annual return | 15.08% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $178 | $1,462-87.9% | $4,154-95.7% | $2,019-91.2% |
| Participant deferral / active EE | $850 | $2,055-58.6% | $5,453-84.4% | $3,358-74.7% |
| Admin fee / account holder | $617 | $2,250-72.6% | $14,116-95.6% | $3,203-80.7% |