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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 | $36,592 | $45,119-18.9% | $85,126-57.0% | $74,429-50.8% |
| Participation rate | 5.6% | 49.4%-43.8pp | 67.5%-61.9pp | 67.2%-61.6pp |
| Annual return | 18.43% | 26.28%-7.8pp | 66.63%-48.2pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $31 | $1,460-97.9% | $2,731-98.9% | $2,625-98.8% |
| Participant deferral / active EE | $653 | $2,738-76.1% | $4,523-85.6% | $4,348-85.0% |
| Admin fee / account holder | $7,581 | $2,214+242.4% | $6,160+23.1% | $1,944+289.9% |