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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 | $20,474 | $27,800-26.4% | $58,561-65.0% | $71,511-71.4% |
| Participation rate | 7.8% | 34.6%-26.8pp | 50.9%-43.1pp | 67.9%-60.2pp |
| Annual return | 19.84% | 26.80%-7.0pp | 4251.33%-4231.5pp | 28.86%-9.0pp |
| Employer contribution / active EE | $56 | $632-91.1% | $1,053-94.7% | $2,589-97.8% |
| Participant deferral / active EE | $290 | $1,208-76.0% | $1,923-84.9% | $4,291-93.2% |
| Admin fee / account holder | $2,221 | $1,637+35.7% | $2,520-11.9% | $1,588+39.8% |