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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 | $23,070 | $75,832-69.6% | $147,618-84.4% | $59,633-61.3% |
| Participation rate | 43.8% | 71.6%-27.8pp | 84.6%-40.9pp | 68.7%-24.9pp |
| Annual return | 16.55% | 0.37%+16.2pp | 61.98%-45.4pp | 2041.40%-2024.8pp |
| Employer contribution / active EE | $43 | $3,485-98.8% | $5,565-99.2% | $2,203-98.1% |
| Participant deferral / active EE | $991 | $3,131-68.3% | $4,895-79.7% | $3,192-68.9% |
| Admin fee / account holder | $2,136 | $5,986-64.3% | $11,612-81.6% | $4,297-50.3% |