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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 | $21,432 | $65,575-67.3% | $86,209-75.1% | $75,181-71.5% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.4pp | 67.2%-1.7pp |
| Annual return | 13.31% | 46.07%-32.8pp | 1169.05%-1155.7pp | 160.69%-147.4pp |
| Employer contribution / active EE | $19 | $1,553-98.8% | $2,381-99.2% | $2,671-99.3% |
| Participant deferral / active EE | $1,523 | $3,023-49.6% | $3,986-61.8% | $4,126-63.1% |
| Admin fee / account holder | $968 | $5,470-82.3% | $6,853-85.9% | $5,650-82.9% |