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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 | $21,067 | $51,606-59.2% | $129,339-83.7% | $80,911-74.0% |
| Participation rate | 20.3% | 57.0%-36.6pp | 69.6%-49.3pp | 67.6%-47.3pp |
| Annual return | 13.65% | 20.76%-7.1pp | 9437.05%-9423.4pp | 35.63%-22.0pp |
| Employer contribution / active EE | $177 | $1,582-88.8% | $4,154-95.7% | $2,756-93.6% |
| Participant deferral / active EE | $782 | $2,669-70.7% | $4,170-81.2% | $4,297-81.8% |
| Admin fee / account holder | $4,234 | $4,310-1.8% | $7,668-44.8% | $6,935-38.9% |