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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 | $24,518 | $78,690-68.8% | $161,489-84.8% | $87,485-72.0% |
| Participation rate | 47.2% | 67.5%-20.2pp | 78.7%-31.5pp | 68.9%-21.7pp |
| Annual return | 35.79% | 32.74%+3.1pp | 89.72%-53.9pp | 26.06%+9.7pp |
| Employer contribution / active EE | $83 | $2,588-96.8% | $4,268-98.0% | $2,596-96.8% |
| Participant deferral / active EE | $1,822 | $3,311-45.0% | $5,630-67.6% | $4,274-57.4% |
| Admin fee / account holder | $526 | $6,724-92.2% | $16,006-96.7% | $7,775-93.2% |