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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 | $74,631 | $34,316+117.5% | $74,722-0.1% | $72,975+2.3% |
| Participation rate | 19.3% | 42.4%-23.1pp | 54.5%-35.1pp | 69.5%-50.2pp |
| Annual return | 18.86% | 26.58%-7.7pp | 753.11%-734.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $60 | $692-91.3% | $1,084-94.5% | $2,440-97.5% |
| Participant deferral / active EE | $479 | $1,272-62.3% | $1,963-75.6% | $3,608-86.7% |
| Admin fee / account holder | $657 | $2,125-69.1% | $3,335-80.3% | $5,124-87.2% |