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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 | $15,232 | $48,050-68.3% | $96,754-84.3% | $64,340-76.3% |
| Participation rate | 13.8% | 40.6%-26.7pp | 70.3%-56.4pp | 55.2%-41.4pp |
| Annual return | 115.12% | 23.41%+91.7pp | 82.04%+33.1pp | 24.14%+91.0pp |
| Employer contribution / active EE | $98 | $1,204-91.9% | $2,679-96.4% | $1,862-94.8% |
| Participant deferral / active EE | $530 | $2,191-75.8% | $4,758-88.9% | $2,980-82.2% |
| Admin fee / account holder | $1,854 | $3,741-50.5% | $8,905-79.2% | $3,703-49.9% |