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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 | $28,888 | $57,305-49.6% | $86,640-66.7% | $75,173-61.6% |
| Participation rate | 27.3% | 63.2%-35.9pp | 71.7%-44.4pp | 67.2%-39.9pp |
| Annual return | 15.51% | 2674.24%-2658.7pp | 592.52%-577.0pp | 160.72%-145.2pp |
| Employer contribution / active EE | $255 | $2,316-89.0% | $3,024-91.6% | $2,671-90.5% |
| Participant deferral / active EE | $1,516 | $3,320-54.3% | $4,438-65.8% | $4,126-63.3% |
| Admin fee / account holder | $12,160 | $4,116+195.4% | $5,616+116.5% | $5,651+115.2% |