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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 | $28,318 | $85,171-66.8% | $172,752-83.6% | $72,975-61.2% |
| Participation rate | 27.8% | 70.1%-42.3pp | 82.6%-54.9pp | 69.5%-41.7pp |
| Annual return | 22.73% | 27.32%-4.6pp | 802.97%-780.2pp | 81.01%-58.3pp |
| Employer contribution / active EE | $62 | $3,324-98.1% | $5,144-98.8% | $2,440-97.5% |
| Participant deferral / active EE | $989 | $3,260-69.7% | $5,198-81.0% | $3,608-72.6% |
| Admin fee / account holder | $1,663 | $5,880-71.7% | $13,955-88.1% | $5,124-67.5% |