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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 | $36,514 | $45,343-19.5% | $150,298-75.7% | $67,986-46.3% |
| Participation rate | 13.4% | 51.9%-38.4pp | 77.8%-64.3pp | 57.2%-43.8pp |
| Annual return | 18.78% | 33.28%-14.5pp | 62.79%-44.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $193 | $1,462-86.8% | $4,154-95.4% | $2,019-90.5% |
| Participant deferral / active EE | $761 | $2,055-63.0% | $5,453-86.0% | $3,358-77.3% |
| Admin fee / account holder | $7,858 | $2,250+249.3% | $14,116-44.3% | $3,203+145.3% |