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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 | $36,547 | $47,479-23.0% | $62,929-41.9% | $82,448-55.7% |
| Participation rate | 32.4% | 66.9%-34.5pp | 73.1%-40.7pp | 68.1%-35.7pp |
| Annual return | 13.97% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $122 | $1,885-93.5% | $2,505-95.1% | $2,551-95.2% |
| Participant deferral / active EE | $1,175 | $2,870-59.1% | $3,888-69.8% | $4,139-71.6% |
| Admin fee / account holder | $2,178 | $3,804-42.7% | $5,065-57.0% | $7,234-69.9% |