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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 | $88,815-67.7% | $81,882-65.0% | $145,897-80.4% |
| Participation rate | 7.1% | 75.1%-67.9pp | 72.4%-65.2pp | 80.3%-73.2pp |
| Annual return | 10.22% | 1033.75%-1023.5pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $297 | $3,086-90.4% | $2,916-89.8% | $4,663-93.6% |
| Participant deferral / active EE | $946 | $4,647-79.7% | $4,323-78.1% | $6,689-85.9% |
| Admin fee / account holder | $440,420 | $8,434+5121.7% | $7,360+5884.3% | $13,390+3189.1% |