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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 | $7,844 | $87,166-91.0% | $76,735-89.8% | $137,256-94.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 22.47% | 26.50%-4.0pp | 29.77%-7.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $14 | $2,904-99.5% | $2,454-99.4% | $4,156-99.7% |
| Participant deferral / active EE | $2,603 | $4,726-44.9% | $4,088-36.3% | $6,407-59.4% |
| Admin fee / account holder | $412 | $8,403-95.1% | $7,189-94.3% | $12,270-96.6% |