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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 | $21,065 | $59,006-64.3% | $97,197-78.3% | $74,429-71.7% |
| Participation rate | 38.3% | 63.7%-25.4pp | 72.7%-34.4pp | 67.2%-28.9pp |
| Annual return | 15.77% | 16.04%-0.3pp | 75.47%-59.7pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $400 | $1,894-78.9% | $2,723-85.3% | $2,625-84.8% |
| Participant deferral / active EE | $2,109 | $3,671-42.5% | $4,263-50.5% | $4,348-51.5% |
| Admin fee / account holder | $5,446 | $1,974+175.9% | $5,637-3.4% | $1,944+180.1% |