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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 | $24,643 | $61,391-59.9% | $149,723-83.5% | $71,529-65.5% |
| Participation rate | 27.0% | 62.5%-35.6pp | 78.8%-51.8pp | 67.9%-41.0pp |
| Annual return | 19.91% | 35.88%-16.0pp | 134.50%-114.6pp | 28.97%-9.1pp |
| Employer contribution / active EE | $66 | $2,384-97.2% | $4,821-98.6% | $2,590-97.5% |
| Participant deferral / active EE | $901 | $2,921-69.2% | $5,682-84.2% | $4,291-79.0% |
| Admin fee / account holder | $4,659 | $1,264+268.5% | $13,215-64.7% | $1,588+193.3% |