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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 | $13,091 | $72,446-81.9% | $67,561-80.6% | $145,877-91.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 9.24% | 7211.98%-7202.7pp | 3525.44%-3516.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $163 | $3,072-94.7% | $2,735-94.0% | $4,663-96.5% |
| Participant deferral / active EE | $923 | $4,785-80.7% | $4,003-76.9% | $6,691-86.2% |
| Admin fee / account holder | $3,294 | $5,541-40.6% | $4,006-17.8% | $13,402-75.4% |