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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 | $10,232 | $49,896-79.5% | $80,627-87.3% | $75,173-86.4% |
| Participation rate | 21.5% | 55.3%-33.8pp | 67.0%-45.5pp | 67.2%-45.7pp |
| Annual return | 28.10% | 34.67%-6.6pp | 936.76%-908.7pp | 160.72%-132.6pp |
| Employer contribution / active EE | $243 | $1,699-85.7% | $2,723-91.1% | $2,671-90.9% |
| Participant deferral / active EE | $1,045 | $2,992-65.1% | $4,443-76.5% | $4,126-74.7% |
| Admin fee / account holder | $480 | $3,578-86.6% | $5,381-91.1% | $5,651-91.5% |