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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 | $15,970 | $51,222-68.8% | $70,544-77.4% | $75,173-78.8% |
| Participation rate | 20.0% | 61.0%-41.0pp | 68.4%-48.4pp | 67.2%-47.2pp |
| Annual return | 28.21% | 30.06%-1.8pp | 32.79%-4.6pp | 160.72%-132.5pp |
| Employer contribution / active EE | $232 | $1,827-87.3% | $2,976-92.2% | $2,671-91.3% |
| Participant deferral / active EE | $983 | $2,850-65.5% | $4,568-78.5% | $4,126-76.2% |
| Admin fee / account holder | $783 | $4,096-80.9% | $6,427-87.8% | $5,651-86.1% |