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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 | $46,528 | $51,649-9.9% | $124,206-62.5% | $64,097-27.4% |
| Participation rate | 15.1% | 45.2%-30.1pp | 69.6%-54.5pp | 55.2%-40.1pp |
| Annual return | 20.35% | 19.98%+0.4pp | 515.27%-494.9pp | 34.64%-14.3pp |
| Employer contribution / active EE | $39 | $1,057-96.3% | $3,540-98.9% | $1,891-97.9% |
| Participant deferral / active EE | $1,360 | $2,165-37.2% | $3,968-65.7% | $3,080-55.9% |
| Admin fee / account holder | $409 | $4,237-90.3% | $5,929-93.1% | $3,454-88.2% |