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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 | $43,075 | $32,425+32.8% | $74,577-42.2% | $55,167-21.9% |
| Participation rate | 6.8% | 54.0%-47.2pp | 68.1%-61.3pp | 69.0%-62.2pp |
| Annual return | 6.79% | 10.63%-3.8pp | 20.47%-13.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $995 | $1,995-50.1% | $3,458-71.2% | $3,054-67.4% |
| Admin fee / account holder | $1,369 | $748+83.0% | $4,138-66.9% | $504+171.8% |