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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 | $64,763 | $34,932+85.4% | $56,441+14.7% | $74,546-13.1% |
| Participation rate | 29.3% | 32.9%-3.5pp | 52.5%-23.2pp | 67.2%-37.9pp |
| Annual return | 13.78% | 24.90%-11.1pp | 1704.21%-1690.4pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,228 | $1,173+90.0% | $1,953+14.1% | $4,347-48.8% |
| Admin fee / account holder | $36,010 | $2,359+1426.3% | $2,829+1172.8% | $1,944+1752.8% |