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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 | $57,487 | $27,243+111.0% | $52,425+9.7% | $79,634-27.8% |
| Participation rate | 11.5% | 22.4%-10.9pp | 55.6%-44.1pp | 62.5%-50.9pp |
| Annual return | 13.43% | 63.36%-49.9pp | 302.12%-288.7pp | 36.46%-23.0pp |
| Employer contribution / active EE | $27 | $319-91.4% | $914-97.0% | $2,529-98.9% |
| Participant deferral / active EE | $390 | $636-38.6% | $1,790-78.2% | $3,835-89.8% |
| Admin fee / account holder | $11,894 | $2,105+465.1% | $2,495+376.7% | $1,002+1087.1% |