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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 | $21,856 | $51,642-57.7% | $129,384-83.1% | $80,935-73.0% |
| Participation rate | 17.1% | 56.9%-39.8pp | 69.6%-52.5pp | 67.7%-50.5pp |
| Annual return | 23.82% | 20.78%+3.0pp | 9461.77%-9438.0pp | 35.66%-11.8pp |
| Employer contribution / active EE | $189 | $1,583-88.1% | $4,153-95.5% | $2,757-93.1% |
| Participant deferral / active EE | $764 | $2,670-71.4% | $4,166-81.6% | $4,299-82.2% |
| Admin fee / account holder | $1,107 | $4,312-74.3% | $7,686-85.6% | $6,924-84.0% |