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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 | $46,999 | $49,177-4.4% | $79,476-40.9% | $64,181-26.8% |
| Participation rate | 23.0% | 65.0%-42.0pp | 73.3%-50.4pp | 69.6%-46.6pp |
| Annual return | 9.99% | -1.16%+11.2pp | 718.21%-708.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $201 | $2,076-90.3% | $2,800-92.8% | $2,381-91.6% |
| Participant deferral / active EE | $899 | $2,821-68.1% | $3,704-75.7% | $3,470-74.1% |
| Admin fee / account holder | $6,268 | $3,839+63.3% | $5,113+22.6% | $4,887+28.2% |