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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 | $15,956 | $77,638-79.4% | $156,551-89.8% | $62,881-74.6% |
| Participation rate | 30.6% | 71.2%-40.6pp | 84.0%-53.5pp | 69.3%-38.7pp |
| Annual return | 8.42% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $171 | $3,444-95.0% | $5,501-96.9% | $2,281-92.5% |
| Participant deferral / active EE | $1,426 | $3,046-53.2% | $4,871-70.7% | $3,203-55.5% |
| Admin fee / account holder | $959 | $5,561-82.8% | $13,028-92.6% | $4,296-77.7% |