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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 | $95,392 | $109,872-13.2% | $98,483-3.1% | $167,536-43.1% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 11.03% | 1959.31%-1948.3pp | 1494.38%-1483.4pp | 478.82%-467.8pp |
| Employer contribution / active EE | $10 | $3,225-99.7% | $2,961-99.7% | $4,839-99.8% |
| Participant deferral / active EE | $905 | $4,673-80.6% | $4,276-78.8% | $6,342-85.7% |
| Admin fee / account holder | $7,491 | $6,757+10.9% | $5,953+25.8% | $12,315-39.2% |