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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 | $59,045 | $31,105+89.8% | $53,647+10.1% | $64,097-7.9% |
| Participation rate | 2.6% | 30.7%-28.1pp | 56.3%-53.7pp | 55.2%-52.6pp |
| Annual return | 16.72% | 22.54%-5.8pp | 358.33%-341.6pp | 34.64%-17.9pp |
| Employer contribution / active EE | $3 | $441-99.4% | $962-99.7% | $1,891-99.9% |
| Participant deferral / active EE | $312 | $896-65.2% | $1,813-82.8% | $3,080-89.9% |
| Admin fee / account holder | $11,201 | $2,195+410.3% | $2,460+355.3% | $3,454+224.3% |