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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 | $55,687 | $51,878+7.3% | $68,368-18.5% | $79,634-30.1% |
| Participation rate | 14.2% | 53.7%-39.5pp | 73.8%-59.6pp | 62.5%-48.3pp |
| Annual return | 12.01% | 137.43%-125.4pp | 292.57%-280.6pp | 36.46%-24.4pp |
| Employer contribution / active EE | $156 | $1,931-91.9% | $2,649-94.1% | $2,529-93.8% |
| Participant deferral / active EE | $875 | $2,577-66.0% | $4,123-78.8% | $3,835-77.2% |
| Admin fee / account holder | $4,237 | $942+349.7% | $5,150-17.7% | $1,002+322.9% |