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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 | $45,883 | $58,311-21.3% | $81,882-44.0% | $80,959-43.3% |
| Participation rate | 38.2% | 63.5%-25.3pp | 72.4%-34.2pp | 67.7%-29.4pp |
| Annual return | 26.63% | 41.85%-15.2pp | 779.47%-752.8pp | 35.67%-9.0pp |
| Employer contribution / active EE | $201 | $2,347-91.4% | $2,916-93.1% | $2,757-92.7% |
| Participant deferral / active EE | $956 | $3,287-70.9% | $4,323-77.9% | $4,300-77.8% |
| Admin fee / account holder | $26,275 | $4,752+452.9% | $7,360+257.0% | $6,925+279.4% |