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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 | $19,325 | $27,826-30.6% | $65,566-70.5% | $71,511-73.0% |
| Participation rate | 9.0% | 57.6%-48.6pp | 64.9%-55.9pp | 67.9%-58.9pp |
| Annual return | 19.47% | 41.56%-22.1pp | 47.40%-27.9pp | 28.86%-9.4pp |
| Employer contribution / active EE | $155 | $1,405-88.9% | $1,692-90.8% | $2,589-94.0% |
| Participant deferral / active EE | $999 | $1,861-46.3% | $2,832-64.7% | $4,291-76.7% |
| Admin fee / account holder | $537 | $3,850-86.0% | $4,114-86.9% | $1,588-66.2% |