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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 | $33,909 | $36,948-8.2% | $73,658-54.0% | $87,485-61.2% |
| Participation rate | 24.2% | 46.8%-22.6pp | 57.0%-32.8pp | 68.9%-44.7pp |
| Annual return | 20.52% | 28.64%-8.1pp | 29.72%-9.2pp | 26.06%-5.5pp |
| Employer contribution / active EE | $32 | $670-95.2% | $1,032-96.9% | $2,596-98.8% |
| Participant deferral / active EE | $719 | $1,379-47.9% | $2,062-65.1% | $4,274-83.2% |
| Admin fee / account holder | $13,262 | $2,531+424.0% | $3,357+295.1% | $7,775+70.6% |