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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 | $50,622 | $78,562-35.6% | $105,608-52.1% | $74,429-32.0% |
| Participation rate | 38.0% | 72.8%-34.8pp | 75.3%-37.3pp | 67.2%-29.2pp |
| Annual return | 11.60% | 15.94%-4.3pp | 116.50%-104.9pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $508 | $2,521-79.8% | $3,167-83.9% | $2,625-80.6% |
| Participant deferral / active EE | $1,987 | $4,321-54.0% | $5,010-60.3% | $4,348-54.3% |
| Admin fee / account holder | $5,575 | $2,217+151.5% | $11,028-49.4% | $1,944+186.8% |