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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 | $64,995 | $57,352+13.3% | $83,831-22.5% | $64,173+1.3% |
| Participation rate | 7.5% | 68.6%-61.1pp | 76.1%-68.6pp | 69.6%-62.0pp |
| Annual return | 3.84% | 11.38%-7.5pp | 850.99%-847.2pp | 7.63%-3.8pp |
| Employer contribution / active EE | $96 | $2,546-96.2% | $3,631-97.4% | $2,381-96.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,274 | $4,046+55.1% | $5,479+14.5% | $4,887+28.4% |