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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 | $18,478 | $39,162-52.8% | $100,671-81.6% | $59,633-69.0% |
| Participation rate | 19.0% | 55.9%-36.8pp | 70.7%-51.7pp | 68.7%-49.6pp |
| Annual return | 33.14% | 21.07%+12.1pp | 20.43%+12.7pp | 2041.40%-2008.3pp |
| Employer contribution / active EE | $160 | $1,151-86.1% | $4,012-96.0% | $2,203-92.8% |
| Participant deferral / active EE | $1,114 | $1,992-44.1% | $3,144-64.6% | $3,192-65.1% |
| Admin fee / account holder | $1,219 | $2,969-58.9% | $4,850-74.9% | $4,297-71.6% |