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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 | $38,000 | $42,383-10.3% | $76,518-50.3% | $64,173-40.8% |
| Participation rate | 22.2% | 58.1%-35.9pp | 68.0%-45.8pp | 69.6%-47.3pp |
| Annual return | 27.10% | -16.54%+43.6pp | -0.27%+27.4pp | 7.63%+19.5pp |
| Employer contribution / active EE | $138 | $1,563-91.2% | $2,647-94.8% | $2,381-94.2% |
| Participant deferral / active EE | $910 | $2,566-64.5% | $3,836-76.3% | $3,470-73.8% |
| Admin fee / account holder | $606 | $3,198-81.1% | $4,849-87.5% | $4,887-87.6% |