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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 | $61,485 | $93,373-34.2% | $152,466-59.7% | $85,856-28.4% |
| Participation rate | 50.0% | 70.1%-20.1pp | 78.2%-28.2pp | 69.3%-19.3pp |
| Annual return | 12.37% | 21.84%-9.5pp | 757.33%-745.0pp | 318.58%-306.2pp |
| Employer contribution / active EE | $3 | $2,996-99.9% | $4,327-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $4,094 | $4,550-10.0% | $5,820-29.7% | $3,952+3.6% |
| Admin fee / account holder | $6,392 | $13,853-53.9% | $15,805-59.6% | $6,261+2.1% |