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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 | $25,371 | $34,932-27.4% | $56,441-55.0% | $74,546-66.0% |
| Participation rate | 29.6% | 32.9%-3.3pp | 52.5%-22.9pp | 67.2%-37.6pp |
| Annual return | 15.91% | 24.90%-9.0pp | 1704.21%-1688.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $19 | $608-96.8% | $1,039-98.1% | $2,624-99.3% |
| Participant deferral / active EE | $571 | $1,173-51.4% | $1,953-70.8% | $4,347-86.9% |
| Admin fee / account holder | $2,920 | $2,359+23.8% | $2,829+3.2% | $1,944+50.2% |