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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 | $47,753 | $32,037+49.1% | $69,182-31.0% | $62,881-24.1% |
| Participation rate | 3.6% | 43.4%-39.8pp | 55.1%-51.5pp | 69.3%-65.7pp |
| Annual return | 6.68% | 15.16%-8.5pp | -21.93%+28.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $826 | $1,185-30.3% | $1,897-56.5% | $3,203-74.2% |
| Admin fee / account holder | $2,457 | $2,608-5.8% | $2,697-8.9% | $4,296-42.8% |