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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 | $16,605 | $35,183-52.8% | $73,550-77.4% | $70,126-76.3% |
| Participation rate | 6.8% | 42.9%-36.2pp | 54.9%-48.1pp | 69.5%-62.8pp |
| Annual return | 15.39% | 26.90%-11.5pp | -15.16%+30.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $67 | $709-90.6% | $1,219-94.5% | $2,343-97.1% |
| Participant deferral / active EE | $348 | $1,220-71.5% | $1,804-80.7% | $3,332-89.6% |
| Admin fee / account holder | $6,802 | $2,302+195.5% | $2,320+193.2% | $4,645+46.4% |