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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 | $25,101 | $53,128-52.8% | $86,582-71.0% | $70,126-64.2% |
| Participation rate | 30.6% | 65.3%-34.7pp | 73.5%-43.0pp | 69.5%-39.0pp |
| Annual return | 14.47% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $3 | $2,068-99.9% | $2,839-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $1,628 | $2,695-39.6% | $3,609-54.9% | $3,332-51.1% |
| Admin fee / account holder | $22,706 | $3,584+533.6% | $4,904+363.0% | $4,645+388.8% |