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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 | $42,787 | $27,243+57.1% | $52,425-18.4% | $79,634-46.3% |
| Participation rate | 7.2% | 22.4%-15.2pp | 55.6%-48.4pp | 62.5%-55.3pp |
| Annual return | 14.65% | 63.36%-48.7pp | 302.12%-287.5pp | 36.46%-21.8pp |
| Employer contribution / active EE | $36 | $319-88.6% | $914-96.0% | $2,529-98.6% |
| Participant deferral / active EE | $285 | $636-55.1% | $1,790-84.1% | $3,835-92.6% |
| Admin fee / account holder | $1,406 | $2,105-33.2% | $2,495-43.7% | $1,002+40.3% |