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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 | $79,629 | $29,736+167.8% | $56,033+42.1% | $80,935-1.6% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | 18.29% | 35.28%-17.0pp | 1711.38%-1693.1pp | 35.66%-17.4pp |
| Employer contribution / active EE | $63 | $671-90.6% | $1,041-94.0% | $2,757-97.7% |
| Participant deferral / active EE | $669 | $1,228-45.6% | $1,954-65.8% | $4,299-84.4% |
| Admin fee / account holder | $2,279 | $2,434-6.4% | $2,827-19.4% | $6,924-67.1% |