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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 | $22,681 | $43,496-47.9% | $161,489-86.0% | $64,340-64.7% |
| Participation rate | 22.4% | 53.5%-31.1pp | 78.7%-56.3pp | 55.2%-32.8pp |
| Annual return | 19.17% | 20.76%-1.6pp | 89.72%-70.6pp | 24.14%-5.0pp |
| Employer contribution / active EE | $209 | $1,431-85.4% | $4,268-95.1% | $1,862-88.8% |
| Participant deferral / active EE | $773 | $1,996-61.2% | $5,630-86.3% | $2,980-74.0% |
| Admin fee / account holder | $1,637 | $2,330-29.8% | $16,006-89.8% | $3,703-55.8% |