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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 | $96,759 | $49,897+93.9% | $80,648+20.0% | $75,177+28.7% |
| Participation rate | 17.9% | 55.3%-37.4pp | 67.0%-49.1pp | 67.2%-49.3pp |
| Annual return | 24.18% | 34.68%-10.5pp | 937.21%-913.0pp | 160.75%-136.6pp |
| Employer contribution / active EE | $174 | $1,699-89.8% | $2,724-93.6% | $2,671-93.5% |
| Participant deferral / active EE | $774 | $2,992-74.1% | $4,443-82.6% | $4,126-81.2% |
| Admin fee / account holder | $27,475 | $3,579+667.8% | $5,382+410.5% | $5,651+386.2% |