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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 | $36,002-33.5% | $161,489-85.2% | $64,728-63.0% |
| Participation rate | 30.3% | 57.4%-27.2pp | 78.7%-48.4pp | 57.9%-27.6pp |
| Annual return | 28.90% | 33.93%-5.0pp | 89.72%-60.8pp | 49.38%-20.5pp |
| Employer contribution / active EE | $30 | $1,380-97.8% | $4,268-99.3% | $2,243-98.7% |
| Participant deferral / active EE | $1,343 | $1,815-26.0% | $5,630-76.2% | $2,729-50.8% |
| Admin fee / account holder | $392 | $931-57.8% | $16,006-97.5% | $1,145-65.7% |