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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 | $37,605 | $29,507+27.4% | $56,025-32.9% | $77,762-51.6% |
| Participation rate | 4.0% | 32.7%-28.7pp | 52.5%-48.5pp | 70.6%-66.5pp |
| Annual return | 12.47% | 18.90%-6.4pp | 1712.69%-1700.2pp | 31.27%-18.8pp |
| Employer contribution / active EE | $82 | $570-85.5% | $1,042-92.1% | $2,728-97.0% |
| Participant deferral / active EE | $444 | $1,062-58.2% | $1,955-77.3% | $4,651-90.5% |
| Admin fee / account holder | $450 | $1,041-56.8% | $2,828-84.1% | $433+4.0% |