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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 | $36,909 | $83,369-55.7% | $105,223-64.9% | $67,986-45.7% |
| Participation rate | 27.5% | 56.3%-28.8pp | 75.0%-47.5pp | 57.2%-29.7pp |
| Annual return | 15.04% | 24.64%-9.6pp | 180.65%-165.6pp | 31.67%-16.6pp |
| Employer contribution / active EE | $360 | $2,541-85.8% | $3,689-90.2% | $2,019-82.2% |
| Participant deferral / active EE | $1,532 | $3,295-53.5% | $5,072-69.8% | $3,358-54.4% |
| Admin fee / account holder | $19,745 | $4,073+384.8% | $8,859+122.9% | $3,203+516.4% |