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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 | $59,762 | $30,421+96.4% | $56,077+6.6% | $74,429-19.7% |
| Participation rate | 23.3% | 32.9%-9.6pp | 52.5%-29.2pp | 67.2%-44.0pp |
| Annual return | 16.71% | 24.94%-8.2pp | 1709.28%-1692.6pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $86 | $610-85.9% | $1,040-91.7% | $2,625-96.7% |
| Participant deferral / active EE | $1,605 | $1,175+36.6% | $1,954-17.8% | $4,348-63.1% |
| Admin fee / account holder | $1,457 | $2,363-38.3% | $2,825-48.4% | $1,944-25.1% |