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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 | $34,076 | $49,891-31.7% | $80,607-57.7% | $75,181-54.7% |
| Participation rate | 1.6% | 55.3%-53.7pp | 67.0%-65.4pp | 67.2%-65.6pp |
| Annual return | 16.82% | 34.67%-17.8pp | 936.11%-919.3pp | 160.69%-143.9pp |
| Employer contribution / active EE | $46 | $1,698-97.3% | $2,724-98.3% | $2,671-98.3% |
| Participant deferral / active EE | $792 | $2,991-73.5% | $4,448-82.2% | $4,126-80.8% |
| Admin fee / account holder | $425 | $3,578-88.1% | $5,379-92.1% | $5,650-92.5% |