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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 | $53,003 | $65,434-19.0% | $98,483-46.2% | $85,847-38.3% |
| Participation rate | 28.8% | 65.0%-36.2pp | 73.3%-44.5pp | 69.3%-40.5pp |
| Annual return | 13.94% | 21.75%-7.8pp | 1494.38%-1480.4pp | 318.61%-304.7pp |
| Employer contribution / active EE | $9 | $2,169-99.6% | $2,961-99.7% | $2,565-99.6% |
| Participant deferral / active EE | $1,161 | $3,168-63.3% | $4,276-72.8% | $3,952-70.6% |
| Admin fee / account holder | $479 | $4,595-89.6% | $5,953-92.0% | $6,261-92.4% |