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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 | $50,538 | $29,670+70.3% | $56,054-9.8% | $80,911-37.5% |
| Participation rate | 20.5% | 41.7%-21.2pp | 52.5%-32.0pp | 67.6%-47.2pp |
| Annual return | 15.82% | 35.24%-19.4pp | 1705.95%-1690.1pp | 35.63%-19.8pp |
| Employer contribution / active EE | $50 | $670-92.6% | $1,039-95.2% | $2,756-98.2% |
| Participant deferral / active EE | $1,261 | $1,227+2.8% | $1,952-35.4% | $4,297-70.7% |
| Admin fee / account holder | $2,152 | $2,431-11.5% | $2,822-23.8% | $6,935-69.0% |