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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 | $27,384 | $63,140-56.6% | $304,612-91.0% | $116,462-76.5% |
| Participation rate | 20.0% | 70.4%-50.4pp | 81.9%-61.9pp | 74.7%-54.7pp |
| Annual return | 31.44% | 15.04%+16.4pp | 329.91%-298.5pp | 15.65%+15.8pp |
| Employer contribution / active EE | $272 | $2,385-88.6% | $7,476-96.4% | $3,231-91.6% |
| Participant deferral / active EE | $1,040 | $2,741-62.0% | $5,388-80.7% | $3,836-72.9% |
| Admin fee / account holder | $1,564 | $7,583-79.4% | $12,962-87.9% | $12,754-87.7% |