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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 | $28,183 | $49,177-42.7% | $79,466-64.5% | $64,173-56.1% |
| Participation rate | 43.9% | 65.0%-21.1pp | 73.3%-29.4pp | 69.6%-25.7pp |
| Annual return | 13.25% | -1.16%+14.4pp | 718.28%-705.0pp | 7.63%+5.6pp |
| Employer contribution / active EE | $125 | $2,076-94.0% | $2,800-95.5% | $2,381-94.8% |
| Participant deferral / active EE | $1,910 | $2,821-32.3% | $3,704-48.4% | $3,470-45.0% |
| Admin fee / account holder | $7,726 | $3,839+101.2% | $5,104+51.4% | $4,887+58.1% |