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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 | $52,635 | $29,554+78.1% | $56,054-6.1% | $77,692-32.3% |
| Participation rate | 5.7% | 32.6%-27.0pp | 52.5%-46.8pp | 70.6%-64.9pp |
| Annual return | 11.43% | 18.89%-7.5pp | 1705.95%-1694.5pp | 31.25%-19.8pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $382 | $1,061-64.0% | $1,952-80.4% | $4,648-91.8% |
| Admin fee / account holder | $7,896 | $1,046+655.0% | $2,822+179.7% | $431+1734.0% |