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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 | $43,139 | $59,006-26.9% | $97,197-55.6% | $74,429-42.0% |
| Participation rate | 36.8% | 63.7%-26.9pp | 72.7%-35.9pp | 67.2%-30.4pp |
| Annual return | 12.94% | 16.04%-3.1pp | 75.47%-62.5pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $162 | $1,894-91.4% | $2,723-94.0% | $2,625-93.8% |
| Participant deferral / active EE | $1,379 | $3,671-62.4% | $4,263-67.6% | $4,348-68.3% |
| Admin fee / account holder | $16,865 | $1,974+754.4% | $5,637+199.2% | $1,944+767.4% |