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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 | $65,751 | $28,624+129.7% | $53,647+22.6% | $82,637-20.4% |
| Participation rate | 20.0% | 47.3%-27.3pp | 56.3%-36.3pp | 68.1%-48.1pp |
| Annual return | 14.90% | 664.98%-650.1pp | 358.33%-343.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $68 | $637-89.3% | $962-92.9% | $2,552-97.3% |
| Participant deferral / active EE | $523 | $1,196-56.3% | $1,813-71.2% | $4,126-87.3% |
| Admin fee / account holder | $4,056 | $2,022+100.6% | $2,460+64.9% | $7,339-44.7% |