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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 | $57,923 | $29,716+94.9% | $56,077+3.3% | $80,925-28.4% |
| Participation rate | 18.4% | 41.7%-23.3pp | 52.5%-34.1pp | 67.7%-49.3pp |
| Annual return | 15.24% | 35.30%-20.1pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $745 | $1,228-39.4% | $1,954-61.9% | $4,299-82.7% |
| Admin fee / account holder | $10,626 | $2,432+336.9% | $2,825+276.2% | $6,940+53.1% |