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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 | $32,663 | $51,878-37.0% | $68,368-52.2% | $79,634-59.0% |
| Participation rate | 8.7% | 53.7%-45.0pp | 73.8%-65.0pp | 62.5%-53.7pp |
| Annual return | 20.04% | 137.43%-117.4pp | 292.57%-272.5pp | 36.46%-16.4pp |
| Employer contribution / active EE | $23 | $1,931-98.8% | $2,649-99.1% | $2,529-99.1% |
| Participant deferral / active EE | $617 | $2,577-76.1% | $4,123-85.0% | $3,835-83.9% |
| Admin fee / account holder | $7,784 | $942+726.1% | $5,150+51.1% | $1,002+676.9% |