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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 | $29,304 | $39,798-26.4% | $67,704-56.7% | $59,633-50.9% |
| Participation rate | 25.8% | 57.4%-31.5pp | 67.5%-41.7pp | 68.7%-42.9pp |
| Annual return | 39.05% | 89.94%-50.9pp | 25.41%+13.6pp | 2041.45%-2002.4pp |
| Employer contribution / active EE | $124 | $1,393-91.1% | $2,559-95.1% | $2,203-94.4% |
| Participant deferral / active EE | $815 | $2,335-65.1% | $3,585-77.3% | $3,192-74.5% |
| Admin fee / account holder | $1,481 | $3,212-53.9% | $4,255-65.2% | $4,297-65.5% |