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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 | $19,813 | $48,078-58.8% | $78,676-74.8% | $62,881-68.5% |
| Participation rate | 24.4% | 65.2%-40.8pp | 73.6%-49.1pp | 69.3%-44.9pp |
| Annual return | 5.51% | 31.36%-25.8pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $55 | $2,015-97.3% | $2,850-98.1% | $2,281-97.6% |
| Participant deferral / active EE | $807 | $2,587-68.8% | $3,517-77.0% | $3,203-74.8% |
| Admin fee / account holder | $4,359 | $3,206+36.0% | $4,510-3.3% | $4,296+1.5% |