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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 | $45,312-66.4% | $86,233-82.3% | $67,986-77.6% |
| Participation rate | 13.8% | 42.4%-28.6pp | 69.0%-55.2pp | 57.2%-43.4pp |
| Annual return | 115.12% | 24.79%+90.3pp | 61.39%+53.7pp | 31.67%+83.5pp |
| Employer contribution / active EE | $98 | $1,160-91.6% | $2,504-96.1% | $2,019-95.2% |
| Participant deferral / active EE | $530 | $2,185-75.8% | $4,559-88.4% | $3,358-84.2% |
| Admin fee / account holder | $1,854 | $3,295-43.7% | $8,342-77.8% | $3,203-42.1% |