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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 | $70,168 | $73,459-4.5% | $178,528-60.7% | $74,429-5.7% |
| Participation rate | 37.9% | 66.5%-28.6pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 13.41% | 17.50%-4.1pp | 27.11%-13.7pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $14 | $2,219-99.4% | $3,950-99.6% | $2,625-99.5% |
| Participant deferral / active EE | $2,159 | $4,515-52.2% | $6,278-65.6% | $4,348-50.4% |
| Admin fee / account holder | $4,800 | $1,812+164.9% | $10,419-53.9% | $1,944+146.9% |