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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 | $52,375 | $75,832-30.9% | $147,617-64.5% | $59,633-12.2% |
| Participation rate | 19.4% | 71.6%-52.2pp | 84.6%-65.3pp | 68.7%-49.3pp |
| Annual return | 1.66% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $121 | $3,485-96.5% | $5,564-97.8% | $2,203-94.5% |
| Participant deferral / active EE | $875 | $3,131-72.0% | $4,895-82.1% | $3,192-72.6% |
| Admin fee / account holder | $520 | $5,986-91.3% | $11,612-95.5% | $4,297-87.9% |