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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 | $35,450 | $26,137+35.6% | $58,561-39.5% | $74,460-52.4% |
| Participation rate | 11.0% | 32.2%-21.2pp | 50.9%-39.9pp | 70.7%-59.8pp |
| Annual return | 18.38% | 32.53%-14.1pp | 4251.33%-4232.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $419 | $1,076-61.0% | $1,923-78.2% | $4,530-90.7% |
| Admin fee / account holder | $852 | $648+31.5% | $2,520-66.2% | $348+145.0% |