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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 | $32,245 | $62,409-48.3% | $120,574-73.3% | $74,459-56.7% |
| Participation rate | 25.0% | 56.8%-31.8pp | 71.9%-46.9pp | 67.2%-42.2pp |
| Annual return | 12.28% | 18.62%-6.3pp | 107.42%-95.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $432 | $1,847-76.6% | $3,471-87.6% | $2,626-83.6% |
| Participant deferral / active EE | $1,019 | $2,888-64.7% | $4,996-79.6% | $4,350-76.6% |
| Admin fee / account holder | $7,283 | $2,394+204.3% | $9,445-22.9% | $1,945+274.5% |