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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 | $14,404 | $78,690-81.7% | $161,489-91.1% | $87,485-83.5% |
| Participation rate | 34.2% | 67.5%-33.3pp | 78.7%-44.5pp | 68.9%-34.7pp |
| Annual return | 13.12% | 32.74%-19.6pp | 89.72%-76.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $234 | $2,588-91.0% | $4,268-94.5% | $2,596-91.0% |
| Participant deferral / active EE | $2,570 | $3,311-22.4% | $5,630-54.4% | $4,274-39.9% |
| Admin fee / account holder | $4,476 | $6,724-33.4% | $16,006-72.0% | $7,775-42.4% |