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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 | $23,567 | $45,266-47.9% | $103,693-77.3% | $65,306-63.9% |
| Participation rate | 8.5% | 53.3%-44.8pp | 72.6%-64.1pp | 57.7%-49.2pp |
| Annual return | 17.93% | 25.10%-7.2pp | 47.61%-29.7pp | 21.94%-4.0pp |
| Employer contribution / active EE | $112 | $1,765-93.7% | $2,920-96.2% | $1,967-94.3% |
| Participant deferral / active EE | $566 | $2,099-73.0% | $4,579-87.6% | $2,959-80.9% |
| Admin fee / account holder | $700 | $3,221-78.3% | $7,858-91.1% | $3,480-79.9% |