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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 | $22,072 | $78,690-72.0% | $161,489-86.3% | $87,485-74.8% |
| Participation rate | 31.0% | 67.5%-36.5pp | 78.7%-47.7pp | 68.9%-37.9pp |
| Annual return | 33.59% | 32.74%+0.8pp | 89.72%-56.1pp | 26.06%+7.5pp |
| Employer contribution / active EE | $130 | $2,588-95.0% | $4,268-97.0% | $2,596-95.0% |
| Participant deferral / active EE | $1,112 | $3,311-66.4% | $5,630-80.3% | $4,274-74.0% |
| Admin fee / account holder | $1,030 | $6,724-84.7% | $16,006-93.6% | $7,775-86.8% |