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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 | $21,982 | $78,690-72.1% | $161,489-86.4% | $87,485-74.9% |
| Participation rate | 31.3% | 67.5%-36.2pp | 78.7%-47.4pp | 68.9%-37.7pp |
| Annual return | 74.00% | 32.74%+41.3pp | 89.72%-15.7pp | 26.06%+47.9pp |
| Employer contribution / active EE | $91 | $2,588-96.5% | $4,268-97.9% | $2,596-96.5% |
| Participant deferral / active EE | $1,040 | $3,311-68.6% | $5,630-81.5% | $4,274-75.7% |
| Admin fee / account holder | $799 | $6,724-88.1% | $16,006-95.0% | $7,775-89.7% |