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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 | $25,861 | $34,316-24.6% | $74,722-65.4% | $72,975-64.6% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 20.04% | 26.58%-6.5pp | 753.11%-733.1pp | 81.01%-61.0pp |
| Employer contribution / active EE | $98 | $692-85.8% | $1,084-90.9% | $2,440-96.0% |
| Participant deferral / active EE | $1,164 | $1,272-8.5% | $1,963-40.7% | $3,608-67.7% |
| Admin fee / account holder | $1,558 | $2,125-26.7% | $3,335-53.3% | $5,124-69.6% |