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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 | $39,933 | $39,766+0.4% | $66,674-40.1% | $71,012-43.8% |
| Participation rate | 13.1% | 47.7%-34.6pp | 73.7%-60.6pp | 58.6%-45.5pp |
| Annual return | 12.50% | 181.39%-168.9pp | 321.24%-308.7pp | 37.67%-25.2pp |
| Employer contribution / active EE | $50 | $1,503-96.7% | $2,620-98.1% | $2,348-97.9% |
| Participant deferral / active EE | $401 | $1,868-78.5% | $4,084-90.2% | $3,246-87.6% |
| Admin fee / account holder | $2,475 | $1,097+125.7% | $5,098-51.4% | $1,167+112.1% |