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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 | $64,230 | $70,587-9.0% | $124,693-48.5% | $85,847-25.2% |
| Participation rate | 52.8% | 64.4%-11.6pp | 74.6%-21.8pp | 69.3%-16.5pp |
| Annual return | 11.92% | 20688.83%-20676.9pp | 5144.19%-5132.3pp | 318.61%-306.7pp |
| Employer contribution / active EE | $358 | $1,913-81.3% | $3,324-89.2% | $2,565-86.0% |
| Participant deferral / active EE | $1,761 | $2,969-40.7% | $4,615-61.8% | $3,952-55.5% |
| Admin fee / account holder | $9,269 | $5,282+75.5% | $7,494+23.7% | $6,261+48.1% |