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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 | $14,314 | $81,233-82.4% | $155,567-90.8% | $80,874-82.3% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 19.12% | 33.33%-14.2pp | 64.74%-45.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $322 | $3,101-89.6% | $4,674-93.1% | $2,756-88.3% |
| Participant deferral / active EE | $1,684 | $3,452-51.2% | $5,628-70.1% | $4,297-60.8% |
| Admin fee / account holder | $1,229 | $7,998-84.6% | $15,916-92.3% | $6,935-82.3% |