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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 | $51,282 | $30,423+68.6% | $56,025-8.5% | $74,478-31.1% |
| Participation rate | 31.9% | 32.9%-1.0pp | 52.5%-20.6pp | 67.2%-35.3pp |
| Annual return | 13.23% | 24.97%-11.7pp | 1712.69%-1699.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,423 | $1,176+21.0% | $1,955-27.2% | $4,350-67.3% |
| Admin fee / account holder | $4,407 | $2,363+86.5% | $2,828+55.8% | $1,946+126.5% |