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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 | $27,582 | $29,736-7.2% | $56,033-50.8% | $80,935-65.9% |
| Participation rate | 6.9% | 41.7%-34.8pp | 52.5%-45.6pp | 67.7%-60.8pp |
| Annual return | 15.10% | 35.28%-20.2pp | 1711.38%-1696.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $68 | $671-89.9% | $1,041-93.5% | $2,757-97.5% |
| Participant deferral / active EE | $390 | $1,228-68.2% | $1,954-80.0% | $4,299-90.9% |
| Admin fee / account holder | $3,435 | $2,434+41.1% | $2,827+21.5% | $6,924-50.4% |