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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 | $15,262 | $55,453-72.5% | $170,435-91.0% | $62,293-75.5% |
| Participation rate | 34.6% | 66.4%-31.8pp | 83.6%-49.0pp | 69.5%-34.9pp |
| Annual return | 20.39% | 21.38%-1.0pp | 205.94%-185.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $238 | $2,164-89.0% | $5,432-95.6% | $2,042-88.3% |
| Participant deferral / active EE | $747 | $2,303-67.6% | $4,939-84.9% | $3,169-76.4% |
| Admin fee / account holder | $833 | $455+83.0% | $13,881-94.0% | $479+73.7% |