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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 | $53,063-38.1% | $124,206-73.5% | $82,637-60.2% |
| Participation rate | 21.8% | 58.4%-36.6pp | 69.6%-47.8pp | 68.1%-46.3pp |
| Annual return | 17.52% | 68.87%-51.4pp | 515.27%-497.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $112 | $1,530-92.7% | $3,540-96.8% | $2,552-95.6% |
| Participant deferral / active EE | $1,129 | $2,644-57.3% | $3,968-71.6% | $4,126-72.6% |
| Admin fee / account holder | $2,291 | $4,281-46.5% | $5,929-61.4% | $7,339-68.8% |