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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 | $27,758 | $89,370-68.9% | $141,197-80.3% | $72,976-62.0% |
| Participation rate | 53.5% | 75.1%-21.6pp | 82.5%-29.0pp | 69.5%-16.0pp |
| Annual return | 21.76% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $8 | $3,115-99.7% | $4,736-99.8% | $2,440-99.7% |
| Participant deferral / active EE | $3,556 | $5,419-34.4% | $6,710-47.0% | $3,608-1.4% |
| Admin fee / account holder | $9,899 | $5,957+66.2% | $10,265-3.6% | $5,124+93.2% |