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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 | $30,385-16.5% | $56,054-54.7% | $74,400-65.9% |
| Participation rate | 29.6% | 32.9%-3.3pp | 52.5%-22.9pp | 67.2%-37.6pp |
| Annual return | 15.91% | 24.92%-9.0pp | 1705.95%-1690.0pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $19 | $609-96.8% | $1,039-98.1% | $2,624-99.3% |
| Participant deferral / active EE | $571 | $1,174-51.4% | $1,952-70.8% | $4,348-86.9% |
| Admin fee / account holder | $2,920 | $2,361+23.7% | $2,822+3.5% | $1,944+50.2% |