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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 | $47,105-50.0% | $68,368-65.5% | $67,986-65.3% |
| Participation rate | 8.5% | 51.8%-43.3pp | 73.8%-65.2pp | 57.2%-48.7pp |
| Annual return | 17.93% | 48.37%-30.4pp | 292.57%-274.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $112 | $1,859-94.0% | $2,649-95.8% | $2,019-94.4% |
| Participant deferral / active EE | $566 | $2,374-76.2% | $4,123-86.3% | $3,358-83.2% |
| Admin fee / account holder | $700 | $2,435-71.3% | $5,150-86.4% | $3,203-78.1% |