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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 | $69,925 | $103,038-32.1% | $90,324-22.6% | $152,909-54.3% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | 16.30% | 95.25%-78.9pp | 78.15%-61.8pp | 345.46%-329.2pp |
| Employer contribution / active EE | $64 | $3,141-97.9% | $2,856-97.7% | $4,764-98.6% |
| Participant deferral / active EE | $1,074 | $4,282-74.9% | $3,885-72.4% | $5,851-81.6% |
| Admin fee / account holder | $1,505 | $6,177-75.6% | $5,356-71.9% | $11,601-87.0% |