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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 | $23,081 | $53,128-56.6% | $86,582-73.3% | $70,126-67.1% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 16.75% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2 | $2,068-99.9% | $2,839-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $2,130 | $2,695-21.0% | $3,609-41.0% | $3,332-36.1% |
| Admin fee / account holder | $2,377 | $3,584-33.7% | $4,904-51.5% | $4,645-48.8% |