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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 | $28,040 | $58,258-51.9% | $81,820-65.7% | $80,925-65.4% |
| Participation rate | 5.8% | 63.5%-57.7pp | 72.4%-66.6pp | 67.7%-61.9pp |
| Annual return | 13.33% | 41.76%-28.4pp | 777.93%-764.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $199 | $2,345-91.5% | $2,915-93.2% | $2,756-92.8% |
| Participant deferral / active EE | $796 | $3,284-75.8% | $4,323-81.6% | $4,299-81.5% |
| Admin fee / account holder | $2,651 | $4,976-46.7% | $7,391-64.1% | $6,940-61.8% |