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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 | $25,276 | $88,754-71.5% | $81,820-69.1% | $145,877-82.7% |
| Participation rate | 13.6% | 75.1%-61.4pp | 72.4%-58.7pp | 80.3%-66.7pp |
| Annual return | 12.43% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $140 | $3,085-95.5% | $2,915-95.2% | $4,663-97.0% |
| Participant deferral / active EE | $1,100 | $4,648-76.3% | $4,323-74.6% | $6,691-83.6% |
| Admin fee / account holder | $26,967 | $8,424+220.1% | $7,391+264.9% | $13,402+101.2% |