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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 | $61,873 | $72,426-14.6% | $67,560-8.4% | $145,897-57.6% |
| Participation rate | 35.3% | 76.9%-41.6pp | 72.9%-37.6pp | 80.3%-45.0pp |
| Annual return | 10.26% | 7226.78%-7216.5pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $86 | $3,074-97.2% | $2,737-96.9% | $4,663-98.2% |
| Participant deferral / active EE | $1,724 | $4,785-64.0% | $4,004-56.9% | $6,689-74.2% |
| Admin fee / account holder | $19,432 | $5,514+252.4% | $3,994+386.5% | $13,390+45.1% |