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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 | $61,599 | $30,421+102.5% | $56,077+9.8% | $74,429-17.2% |
| Participation rate | 18.8% | 32.9%-14.1pp | 52.5%-33.7pp | 67.2%-48.4pp |
| Annual return | 11.24% | 24.94%-13.7pp | 1709.28%-1698.0pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $706 | $1,175-39.9% | $1,954-63.9% | $4,348-83.8% |
| Admin fee / account holder | $5,508 | $2,363+133.0% | $2,825+95.0% | $1,944+183.3% |