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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 | $13,413 | $26,936-50.2% | $53,647-75.0% | $71,012-81.1% |
| Participation rate | 6.0% | 21.9%-15.9pp | 56.3%-50.3pp | 58.6%-52.6pp |
| Annual return | 16.21% | 81.59%-65.4pp | 358.33%-342.1pp | 37.67%-21.5pp |
| Employer contribution / active EE | $30 | $335-91.2% | $962-96.9% | $2,348-98.7% |
| Participant deferral / active EE | $210 | $590-64.4% | $1,813-88.4% | $3,246-93.5% |
| Admin fee / account holder | $1,587 | $2,177-27.1% | $2,460-35.5% | $1,167+36.0% |