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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 | $25,572 | $51,606-50.4% | $129,339-80.2% | $80,911-68.4% |
| Participation rate | 31.7% | 57.0%-25.3pp | 69.6%-37.9pp | 67.6%-35.9pp |
| Annual return | 36.24% | 20.76%+15.5pp | 9437.05%-9400.8pp | 35.63%+0.6pp |
| Employer contribution / active EE | $186 | $1,582-88.3% | $4,154-95.5% | $2,756-93.3% |
| Participant deferral / active EE | $1,211 | $2,669-54.6% | $4,170-71.0% | $4,297-71.8% |
| Admin fee / account holder | $3,494 | $4,310-18.9% | $7,668-54.4% | $6,935-49.6% |