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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 | $24,827 | $29,670-16.3% | $56,054-55.7% | $80,911-69.3% |
| Participation rate | 31.2% | 41.7%-10.5pp | 52.5%-21.3pp | 67.6%-36.5pp |
| Annual return | 10.93% | 35.24%-24.3pp | 1705.95%-1695.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $77 | $670-88.5% | $1,039-92.6% | $2,756-97.2% |
| Participant deferral / active EE | $477 | $1,227-61.1% | $1,952-75.6% | $4,297-88.9% |
| Admin fee / account holder | $401 | $2,431-83.5% | $2,822-85.8% | $6,935-94.2% |