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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 | $45,305 | $75,832-40.3% | $147,617-69.3% | $59,633-24.0% |
| Participation rate | 23.1% | 71.6%-48.5pp | 84.6%-61.5pp | 68.7%-45.6pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $254 | $3,485-92.7% | $5,564-95.4% | $2,203-88.5% |
| Participant deferral / active EE | $1,101 | $3,131-64.8% | $4,895-77.5% | $3,192-65.5% |
| Admin fee / account holder | $424 | $5,986-92.9% | $11,612-96.3% | $4,297-90.1% |