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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 | $24,891+101.6% | $69,632-27.9% | $74,478-32.6% |
| Participation rate | 50.0% | 63.4%-13.4pp | 66.4%-16.4pp | 67.2%-17.2pp |
| Annual return | 12.84% | 18.53%-5.7pp | 101.32%-88.5pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $206 | $1,005-79.5% | $1,708-87.9% | $2,626-92.1% |
| Participant deferral / active EE | $1,519 | $1,908-20.4% | $2,889-47.4% | $4,350-65.1% |
| Admin fee / account holder | $4,479 | $1,904+135.2% | $4,695-4.6% | $1,946+130.2% |