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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 | $23,933 | $38,165-37.3% | $189,758-87.4% | $69,255-65.4% |
| Participation rate | 30.3% | 66.7%-36.4pp | 79.8%-49.5pp | 69.0%-38.7pp |
| Annual return | 28.90% | 14.65%+14.3pp | 52.62%-23.7pp | 26.73%+2.2pp |
| Employer contribution / active EE | $30 | $1,589-98.1% | $4,767-99.4% | $2,645-98.9% |
| Participant deferral / active EE | $1,343 | $2,073-35.2% | $5,856-77.1% | $2,890-53.6% |
| Admin fee / account holder | $392 | $714-45.1% | $20,388-98.1% | $733-46.5% |