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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 | $26,524 | $65,555-59.5% | $86,216-69.2% | $75,173-64.7% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.3pp | 67.2%-29.5pp |
| Annual return | 16.66% | 46.07%-29.4pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $21 | $1,553-98.6% | $2,382-99.1% | $2,671-99.2% |
| Participant deferral / active EE | $2,136 | $3,023-29.4% | $3,986-46.4% | $4,126-48.2% |
| Admin fee / account holder | $925 | $5,469-83.1% | $6,853-86.5% | $5,651-83.6% |