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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 | $53,355 | $29,716+79.5% | $56,077-4.9% | $80,925-34.1% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.7%-58.0pp |
| Annual return | 17.99% | 35.30%-17.3pp | 1709.28%-1691.3pp | 35.65%-17.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $290 | $1,228-76.4% | $1,954-85.2% | $4,299-93.3% |
| Admin fee / account holder | $5,901 | $2,432+142.7% | $2,825+108.9% | $6,940-15.0% |