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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 | $21,801 | $44,206-50.7% | $94,057-76.8% | $64,728-66.3% |
| Participation rate | 17.5% | 51.0%-33.5pp | 73.3%-55.8pp | 57.9%-40.4pp |
| Annual return | 11.59% | 259.42%-247.8pp | 480.62%-469.0pp | 49.38%-37.8pp |
| Employer contribution / active EE | $71 | $1,635-95.7% | $2,933-97.6% | $2,243-96.9% |
| Participant deferral / active EE | $748 | $1,902-60.7% | $4,709-84.1% | $2,729-72.6% |
| Admin fee / account holder | $3,765 | $1,230+206.1% | $7,244-48.0% | $1,145+228.8% |