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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 | $25,967 | $47,479-45.3% | $62,929-58.7% | $82,448-68.5% |
| Participation rate | 48.3% | 66.9%-18.6pp | 73.1%-24.8pp | 68.1%-19.8pp |
| Annual return | 15.59% | 20.34%-4.8pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $268 | $1,885-85.8% | $2,505-89.3% | $2,551-89.5% |
| Participant deferral / active EE | $1,089 | $2,870-62.0% | $3,888-72.0% | $4,139-73.7% |
| Admin fee / account holder | $2,885 | $3,804-24.1% | $5,065-43.0% | $7,234-60.1% |