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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 | $32,865 | $52,353-37.2% | $120,225-72.7% | $82,448-60.1% |
| Participation rate | 21.8% | 58.3%-36.5pp | 69.6%-47.8pp | 68.1%-46.3pp |
| Annual return | 17.52% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $112 | $1,510-92.6% | $3,475-96.8% | $2,551-95.6% |
| Participant deferral / active EE | $1,129 | $2,627-57.0% | $3,999-71.8% | $4,139-72.7% |
| Admin fee / account holder | $2,291 | $4,363-47.5% | $5,696-59.8% | $7,234-68.3% |