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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 | $23,268 | $55,453-58.0% | $170,435-86.3% | $62,293-62.6% |
| Participation rate | 46.0% | 66.4%-20.4pp | 83.6%-37.6pp | 69.5%-23.5pp |
| Annual return | 13.89% | 21.38%-7.5pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3 | $2,164-99.9% | $5,432-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $2,486 | $2,303+7.9% | $4,939-49.7% | $3,169-21.6% |
| Admin fee / account holder | $2,827 | $455+521.3% | $13,881-79.6% | $479+489.8% |