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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 | $21,320 | $50,554-57.8% | $67,681-68.5% | $87,485-75.6% |
| Participation rate | 48.8% | 67.7%-18.9pp | 73.7%-24.9pp | 68.9%-20.1pp |
| Annual return | 27.49% | 17.81%+9.7pp | 590.58%-563.1pp | 26.06%+1.4pp |
| Employer contribution / active EE | $203 | $1,988-89.8% | $2,678-92.4% | $2,596-92.2% |
| Participant deferral / active EE | $1,956 | $2,961-33.9% | $3,976-50.8% | $4,274-54.2% |
| Admin fee / account holder | $1,358 | $4,132-67.1% | $6,100-77.7% | $7,775-82.5% |