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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 | $54,250 | $41,016+32.3% | $152,093-64.3% | $64,097-15.4% |
| Participation rate | 5.8% | 51.3%-45.5pp | 77.8%-71.9pp | 55.2%-49.4pp |
| Annual return | 11.70% | 39.60%-27.9pp | 66.36%-54.7pp | 34.64%-22.9pp |
| Employer contribution / active EE | $211 | $1,342-84.3% | $4,175-94.9% | $1,891-88.8% |
| Participant deferral / active EE | $678 | $1,927-64.8% | $5,451-87.6% | $3,080-78.0% |
| Admin fee / account holder | $5,915 | $2,305+156.6% | $14,497-59.2% | $3,454+71.2% |