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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 | $31,014 | $27,800+11.6% | $58,561-47.0% | $71,511-56.6% |
| Participation rate | 5.2% | 34.6%-29.4pp | 50.9%-45.7pp | 67.9%-62.8pp |
| Annual return | 16.27% | 26.80%-10.5pp | 4251.33%-4235.1pp | 28.86%-12.6pp |
| Employer contribution / active EE | $57 | $632-91.0% | $1,053-94.6% | $2,589-97.8% |
| Participant deferral / active EE | $244 | $1,208-79.8% | $1,923-87.3% | $4,291-94.3% |
| Admin fee / account holder | $2,786 | $1,637+70.1% | $2,520+10.5% | $1,588+75.4% |