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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 | $50,181 | $24,811+102.3% | $69,701-28.0% | $74,546-32.7% |
| Participation rate | 50.0% | 63.5%-13.5pp | 66.4%-16.4pp | 67.2%-17.2pp |
| Annual return | 12.84% | 18.53%-5.7pp | 100.32%-87.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $206 | $1,003-79.4% | $1,713-88.0% | $2,624-92.1% |
| Participant deferral / active EE | $1,519 | $1,904-20.2% | $2,887-47.4% | $4,347-65.1% |
| Admin fee / account holder | $4,479 | $1,898+136.0% | $4,717-5.0% | $1,944+130.4% |