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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 | $59,713 | $109,905-45.7% | $98,506-39.4% | $167,553-64.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 18.03% | 1960.20%-1942.2pp | 1494.92%-1476.9pp | 478.89%-460.9pp |
| Employer contribution / active EE | $98 | $3,226-97.0% | $2,961-96.7% | $4,840-98.0% |
| Participant deferral / active EE | $2,303 | $4,674-50.7% | $4,277-46.1% | $6,343-63.7% |
| Admin fee / account holder | $23,629 | $6,760+249.5% | $5,955+296.8% | $12,316+91.8% |