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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 | $72,465-81.9% | $67,575-80.6% | $145,884-91.0% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 9.24% | 7222.56%-7213.3pp | 3528.98%-3519.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $163 | $3,074-94.7% | $2,736-94.0% | $4,662-96.5% |
| Participant deferral / active EE | $923 | $4,786-80.7% | $4,003-76.9% | $6,690-86.2% |
| Admin fee / account holder | $3,294 | $5,515-40.3% | $3,993-17.5% | $13,392-75.4% |