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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 | $16,782 | $29,525-43.2% | $56,033-70.0% | $77,736-78.4% |
| Participation rate | 6.3% | 32.7%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 15.06% | 18.90%-3.8pp | 1711.38%-1696.3pp | 31.26%-16.2pp |
| Employer contribution / active EE | $84 | $569-85.3% | $1,041-92.0% | $2,728-96.9% |
| Participant deferral / active EE | $347 | $1,062-67.3% | $1,954-82.2% | $4,651-92.5% |
| Admin fee / account holder | $1,725 | $1,040+65.8% | $2,827-39.0% | $433+298.0% |