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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 | $23,619 | $40,435-41.6% | $80,627-70.7% | $74,460-68.3% |
| Participation rate | 7.8% | 47.4%-39.6pp | 67.0%-59.2pp | 70.7%-62.9pp |
| Annual return | 33.15% | 165.19%-132.0pp | 936.76%-903.6pp | 34.38%-1.2pp |
| Employer contribution / active EE | $161 | $1,498-89.3% | $2,723-94.1% | $2,638-93.9% |
| Participant deferral / active EE | $538 | $2,673-79.9% | $4,443-87.9% | $4,530-88.1% |
| Admin fee / account holder | $1,356 | $721+88.2% | $5,381-74.8% | $348+289.9% |