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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 | $17,600 | $55,453-68.3% | $170,435-89.7% | $62,293-71.7% |
| Participation rate | 44.8% | 66.4%-21.6pp | 83.6%-38.8pp | 69.5%-24.8pp |
| Annual return | 14.38% | 21.38%-7.0pp | 205.94%-191.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $209 | $2,164-90.3% | $5,432-96.1% | $2,042-89.7% |
| Participant deferral / active EE | $838 | $2,303-63.6% | $4,939-83.0% | $3,169-73.6% |
| Admin fee / account holder | $1,380 | $455+203.2% | $13,881-90.1% | $479+187.8% |