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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 | $53,280 | $88,203-39.6% | $165,100-67.7% | $74,478-28.5% |
| Participation rate | 36.3% | 73.1%-36.9pp | 78.6%-42.3pp | 67.2%-30.9pp |
| Annual return | 13.77% | 17.13%-3.4pp | 70.21%-56.4pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $3 | $2,601-99.9% | $4,348-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $2,621 | $4,505-41.8% | $6,035-56.6% | $4,350-39.8% |
| Admin fee / account holder | $18,993 | $2,235+749.8% | $12,696+49.6% | $1,946+876.1% |