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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 | $35,573 | $43,730-18.7% | $66,674-46.6% | $64,097-44.5% |
| Participation rate | 12.1% | 50.7%-38.6pp | 73.7%-61.6pp | 55.2%-43.1pp |
| Annual return | 12.62% | 53.62%-41.0pp | 321.24%-308.6pp | 34.64%-22.0pp |
| Employer contribution / active EE | $10 | $1,673-99.4% | $2,620-99.6% | $1,891-99.4% |
| Participant deferral / active EE | $444 | $2,122-79.1% | $4,084-89.1% | $3,080-85.6% |
| Admin fee / account holder | $735 | $2,708-72.8% | $5,098-85.6% | $3,454-78.7% |