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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 | $29,920 | $81,331-63.2% | $155,534-80.8% | $80,935-63.0% |
| Participation rate | 11.3% | 66.3%-54.9pp | 78.2%-66.9pp | 67.7%-56.3pp |
| Annual return | 760.66% | 33.37%+727.3pp | 64.92%+695.7pp | 35.66%+725.0pp |
| Employer contribution / active EE | $68 | $3,105-97.8% | $4,675-98.5% | $2,757-97.5% |
| Participant deferral / active EE | $994 | $3,454-71.2% | $5,630-82.3% | $4,299-76.9% |
| Admin fee / account holder | $303 | $7,999-96.2% | $15,900-98.1% | $6,924-95.6% |