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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 | $37,819 | $45,343-16.6% | $150,298-74.8% | $67,986-44.4% |
| Participation rate | 28.6% | 51.9%-23.2pp | 77.8%-49.1pp | 57.2%-28.6pp |
| Annual return | 15.41% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $140 | $1,462-90.4% | $4,154-96.6% | $2,019-93.0% |
| Participant deferral / active EE | $834 | $2,055-59.4% | $5,453-84.7% | $3,358-75.2% |
| Admin fee / account holder | $7,463 | $2,250+231.7% | $14,116-47.1% | $3,203+133.0% |