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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 | $49,915 | $30,437+64.0% | $56,033-10.9% | $74,459-33.0% |
| Participation rate | 15.8% | 32.9%-17.1pp | 52.5%-36.7pp | 67.2%-51.4pp |
| Annual return | 10.69% | 24.96%-14.3pp | 1711.38%-1700.7pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $75 | $610-87.7% | $1,041-92.8% | $2,626-97.1% |
| Participant deferral / active EE | $465 | $1,176-60.5% | $1,954-76.2% | $4,350-89.3% |
| Admin fee / account holder | $2,166 | $2,363-8.4% | $2,827-23.4% | $1,945+11.4% |