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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 | $24,444 | $76,834-68.2% | $108,359-77.4% | $87,485-72.1% |
| Participation rate | 19.0% | 61.7%-42.7pp | 70.1%-51.1pp | 68.9%-49.9pp |
| Annual return | 104.09% | 19.09%+85.0pp | 36.89%+67.2pp | 26.06%+78.0pp |
| Employer contribution / active EE | $9 | $1,556-99.4% | $2,399-99.6% | $2,596-99.7% |
| Participant deferral / active EE | $1,622 | $3,100-47.7% | $4,137-60.8% | $4,274-62.1% |
| Admin fee / account holder | $3,362 | $6,537-48.6% | $9,741-65.5% | $7,775-56.8% |