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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 | $23,460 | $77,638-69.8% | $156,551-85.0% | $62,881-62.7% |
| Participation rate | 19.0% | 71.2%-52.2pp | 84.0%-65.0pp | 69.3%-50.3pp |
| Annual return | 7.55% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $27 | $3,444-99.2% | $5,501-99.5% | $2,281-98.8% |
| Participant deferral / active EE | $986 | $3,046-67.6% | $4,871-79.8% | $3,203-69.2% |
| Admin fee / account holder | $1,167 | $5,561-79.0% | $13,028-91.0% | $4,296-72.8% |