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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 | $68,349 | $102,429-33.3% | $147,096-53.5% | $80,925-15.5% |
| Participation rate | 27.8% | 75.9%-48.1pp | 82.2%-54.4pp | 67.7%-39.9pp |
| Annual return | 19.42% | 135.02%-115.6pp | 419.75%-400.3pp | 35.65%-16.2pp |
| Employer contribution / active EE | $28 | $3,716-99.3% | $4,936-99.4% | $2,756-99.0% |
| Participant deferral / active EE | $3,054 | $6,649-54.1% | $8,071-62.2% | $4,299-29.0% |
| Admin fee / account holder | $515 | $7,957-93.5% | $13,005-96.0% | $6,940-92.6% |