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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 | $25,695 | $40,435-36.5% | $80,648-68.1% | $74,473-65.5% |
| Participation rate | 12.3% | 47.4%-35.1pp | 67.0%-54.7pp | 70.7%-58.5pp |
| Annual return | 17.44% | 165.22%-147.8pp | 937.21%-919.8pp | 34.36%-16.9pp |
| Employer contribution / active EE | $111 | $1,498-92.6% | $2,724-95.9% | $2,638-95.8% |
| Participant deferral / active EE | $747 | $2,673-72.1% | $4,443-83.2% | $4,530-83.5% |
| Admin fee / account holder | $1,581 | $721+119.4% | $5,382-70.6% | $347+355.6% |