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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 | $57,413 | $29,319+95.8% | $52,425+9.5% | $82,448-30.4% |
| Participation rate | 50.8% | 46.9%+3.9pp | 55.6%-4.9pp | 68.1%-17.3pp |
| Annual return | 15.54% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $634 | $1,171-45.8% | $1,790-64.6% | $4,139-84.7% |
| Admin fee / account holder | $11,478 | $1,962+485.0% | $2,495+360.1% | $7,234+58.7% |