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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 | $20,038 | $58,848-65.9% | $88,179-77.3% | $82,637-75.8% |
| Participation rate | 36.0% | 57.9%-21.9pp | 69.1%-33.1pp | 68.1%-32.0pp |
| Annual return | 54.44% | 22.76%+31.7pp | 64.97%-10.5pp | 53.51%+0.9pp |
| Employer contribution / active EE | $114 | $1,678-93.2% | $2,549-95.5% | $2,552-95.5% |
| Participant deferral / active EE | $2,096 | $3,124-32.9% | $4,614-54.6% | $4,126-49.2% |
| Admin fee / account holder | $19,364 | $4,795+303.8% | $7,673+152.4% | $7,339+163.9% |