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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 | $62,092 | $65,555-5.3% | $86,216-28.0% | $75,173-17.4% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.5pp |
| Annual return | 16.04% | 46.07%-30.0pp | 1169.42%-1153.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $5 | $1,553-99.7% | $2,382-99.8% | $2,671-99.8% |
| Participant deferral / active EE | $1,908 | $3,023-36.9% | $3,986-52.1% | $4,126-53.8% |
| Admin fee / account holder | $31,824 | $5,469+481.9% | $6,853+364.4% | $5,651+463.2% |