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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 | $24,399 | $43,344-43.7% | $59,899-59.3% | $64,173-62.0% |
| Participation rate | 43.8% | 69.2%-25.4pp | 74.7%-30.9pp | 69.6%-25.8pp |
| Annual return | 312.60% | -1.55%+314.2pp | 3.46%+309.1pp | 7.63%+305.0pp |
| Employer contribution / active EE | $231 | $2,030-88.6% | $2,723-91.5% | $2,381-90.3% |
| Participant deferral / active EE | $1,761 | $2,547-30.9% | $3,402-48.2% | $3,470-49.2% |
| Admin fee / account holder | $584 | $3,008-80.6% | $3,592-83.8% | $4,887-88.1% |