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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 | $33,560 | $45,126-25.6% | $85,187-60.6% | $74,459-54.9% |
| Participation rate | 16.5% | 49.4%-32.9pp | 67.5%-51.0pp | 67.2%-50.7pp |
| Annual return | 11.61% | 26.30%-14.7pp | 66.67%-55.1pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2 | $1,460-99.8% | $2,732-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $656 | $2,738-76.1% | $4,525-85.5% | $4,350-84.9% |
| Admin fee / account holder | $1,483 | $2,212-33.0% | $6,162-75.9% | $1,945-23.7% |