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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 | $22,031 | $28,167-21.8% | $73,658-70.1% | $64,728-66.0% |
| Participation rate | 24.1% | 21.1%+3.1pp | 57.0%-32.9pp | 57.9%-33.8pp |
| Annual return | 16.50% | 139.75%-123.3pp | 29.72%-13.2pp | 49.38%-32.9pp |
| Employer contribution / active EE | $64 | $373-82.9% | $1,032-93.8% | $2,243-97.2% |
| Participant deferral / active EE | $581 | $597-2.7% | $2,062-71.8% | $2,729-78.7% |
| Admin fee / account holder | $1,205 | $1,791-32.7% | $3,357-64.1% | $1,145+5.2% |