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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 | $22,821 | $78,690-71.0% | $161,489-85.9% | $87,485-73.9% |
| Participation rate | 41.2% | 67.5%-26.3pp | 78.7%-37.5pp | 68.9%-27.8pp |
| Annual return | 18.22% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $168 | $2,588-93.5% | $4,268-96.1% | $2,596-93.5% |
| Participant deferral / active EE | $1,654 | $3,311-50.0% | $5,630-70.6% | $4,274-61.3% |
| Admin fee / account holder | $2,090 | $6,724-68.9% | $16,006-86.9% | $7,775-73.1% |