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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 | $30,421+112.9% | $56,077+15.5% | $74,429-13.0% |
| Participation rate | 29.3% | 32.9%-3.5pp | 52.5%-23.2pp | 67.2%-37.9pp |
| Annual return | 13.78% | 24.94%-11.2pp | 1709.28%-1695.5pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,228 | $1,175+89.6% | $1,954+14.0% | $4,348-48.8% |
| Admin fee / account holder | $36,010 | $2,363+1423.6% | $2,825+1174.7% | $1,944+1752.1% |