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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 | $56,060 | $76,634-26.8% | $56,0540% | $145,978-61.6% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 10.49% | 3004.33%-2993.8pp | 1705.95%-1695.5pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $737 | $2,622-71.9% | $1,952-62.3% | $6,690-89.0% |
| Admin fee / account holder | $6,943 | $3,321+109.0% | $2,822+146.0% | $13,400-48.2% |