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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 | $56,014 | $58,311-3.9% | $81,882-31.6% | $80,959-30.8% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.1pp |
| Annual return | 14.32% | 41.85%-27.5pp | 779.47%-765.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $185 | $2,347-92.1% | $2,916-93.7% | $2,757-93.3% |
| Participant deferral / active EE | $739 | $3,287-77.5% | $4,323-82.9% | $4,300-82.8% |
| Admin fee / account holder | $884 | $4,752-81.4% | $7,360-88.0% | $6,925-87.2% |