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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 | $190,815 | $28,624+566.6% | $53,647+255.7% | $82,637+130.9% |
| Participation rate | 3.1% | 47.3%-44.1pp | 56.3%-53.2pp | 68.1%-64.9pp |
| Annual return | 23.55% | 664.98%-641.4pp | 358.33%-334.8pp | 53.51%-30.0pp |
| Employer contribution / active EE | $54 | $637-91.6% | $962-94.4% | $2,552-97.9% |
| Participant deferral / active EE | $536 | $1,196-55.2% | $1,813-70.4% | $4,126-87.0% |
| Admin fee / account holder | $9,990 | $2,022+394.1% | $2,460+306.1% | $7,339+36.1% |