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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 | $60,908 | $44,850+35.8% | $60,547+0.6% | $59,633+2.1% |
| Participation rate | 25.0% | 59.5%-34.5pp | 68.0%-43.0pp | 68.7%-43.7pp |
| Annual return | 1.48% | 1074.14%-1072.7pp | 335.64%-334.2pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $84 | $1,462-94.3% | $2,419-96.5% | $2,203-96.2% |
| Participant deferral / active EE | $835 | $2,230-62.6% | $3,328-74.9% | $3,192-73.8% |
| Admin fee / account holder | $4,937 | $3,635+35.8% | $4,536+8.8% | $4,297+14.9% |