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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 | $28,656 | $88,754-67.7% | $81,820-65.0% | $145,877-80.4% |
| Participation rate | 7.1% | 75.1%-67.9pp | 72.4%-65.2pp | 80.3%-73.2pp |
| Annual return | 10.22% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $297 | $3,085-90.4% | $2,915-89.8% | $4,663-93.6% |
| Participant deferral / active EE | $946 | $4,648-79.7% | $4,323-78.1% | $6,691-85.9% |
| Admin fee / account holder | $440,420 | $8,424+5128.4% | $7,391+5859.3% | $13,402+3186.2% |