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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 | $45,123-18.9% | $85,240-57.1% | $74,478-50.9% |
| Participation rate | 5.6% | 49.4%-43.8pp | 67.5%-61.9pp | 67.2%-61.6pp |
| Annual return | 18.43% | 26.32%-7.9pp | 66.75%-48.3pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $31 | $1,459-97.9% | $2,735-98.9% | $2,626-98.8% |
| Participant deferral / active EE | $653 | $2,736-76.1% | $4,527-85.6% | $4,350-85.0% |
| Admin fee / account holder | $7,581 | $2,215+242.3% | $6,165+23.0% | $1,946+289.6% |