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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 | $54,910 | $55,470-1.0% | $155,556-64.7% | $74,478-26.3% |
| Participation rate | 19.3% | 61.9%-42.6pp | 78.2%-58.9pp | 67.2%-47.9pp |
| Annual return | 11.22% | 269.80%-258.6pp | 64.84%-53.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $62 | $2,267-97.3% | $4,675-98.7% | $2,626-97.7% |
| Participant deferral / active EE | $1,739 | $2,838-38.7% | $5,631-69.1% | $4,350-60.0% |
| Admin fee / account holder | $9,701 | $1,744+456.2% | $15,885-38.9% | $1,946+398.6% |