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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 | $24,762 | $57,352-56.8% | $83,831-70.5% | $64,173-61.4% |
| Participation rate | 45.5% | 68.6%-23.2pp | 76.1%-30.7pp | 69.6%-24.1pp |
| Annual return | 26.59% | 11.38%+15.2pp | 850.99%-824.4pp | 7.63%+19.0pp |
| Employer contribution / active EE | $299 | $2,546-88.2% | $3,631-91.8% | $2,381-87.4% |
| Participant deferral / active EE | $1,673 | $2,993-44.1% | $4,082-59.0% | $3,470-51.8% |
| Admin fee / account holder | $3,406 | $4,046-15.8% | $5,479-37.8% | $4,887-30.3% |