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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 | $48,420 | $169,356-71.4% | $129,406-62.6% | $145,897-66.8% |
| Participation rate | 13.3% | 76.5%-63.2pp | 69.6%-56.3pp | 80.3%-67.0pp |
| Annual return | 12.31% | 14418.62%-14406.3pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $107 | $5,542-98.1% | $4,155-97.4% | $4,663-97.7% |
| Participant deferral / active EE | $679 | $4,987-86.4% | $4,167-83.7% | $6,689-89.9% |
| Admin fee / account holder | $28,975 | $9,915+192.2% | $7,689+276.9% | $13,390+116.4% |