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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 | $25,913 | $58,311-55.6% | $81,882-68.4% | $80,959-68.0% |
| Participation rate | 15.9% | 63.5%-47.6pp | 72.4%-56.5pp | 67.7%-51.8pp |
| Annual return | 11.08% | 41.85%-30.8pp | 779.47%-768.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $248 | $2,347-89.4% | $2,916-91.5% | $2,757-91.0% |
| Participant deferral / active EE | $1,347 | $3,287-59.0% | $4,323-68.8% | $4,300-68.7% |
| Admin fee / account holder | $2,893 | $4,752-39.1% | $7,360-60.7% | $6,925-58.2% |