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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 | $21,569 | $43,496-50.4% | $161,489-86.6% | $64,340-66.5% |
| Participation rate | 34.3% | 53.5%-19.2pp | 78.7%-44.4pp | 55.2%-21.0pp |
| Annual return | 15.31% | 20.76%-5.4pp | 89.72%-74.4pp | 24.14%-8.8pp |
| Employer contribution / active EE | $199 | $1,431-86.1% | $4,268-95.3% | $1,862-89.3% |
| Participant deferral / active EE | $1,550 | $1,996-22.3% | $5,630-72.5% | $2,980-48.0% |
| Admin fee / account holder | $1,492 | $2,330-36.0% | $16,006-90.7% | $3,703-59.7% |