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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 | $37,406 | $29,716+25.9% | $56,077-33.3% | $80,925-53.8% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.2pp |
| Annual return | 12.36% | 35.30%-22.9pp | 1709.28%-1696.9pp | 35.65%-23.3pp |
| Employer contribution / active EE | $76 | $671-88.7% | $1,040-92.7% | $2,756-97.2% |
| Participant deferral / active EE | $386 | $1,228-68.5% | $1,954-80.2% | $4,299-91.0% |
| Admin fee / account holder | $1,605 | $2,432-34.0% | $2,825-43.2% | $6,940-76.9% |