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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 | $73,862 | $30,385+143.1% | $56,054+31.8% | $74,400-0.7% |
| Participation rate | 10.5% | 32.9%-22.4pp | 52.5%-42.0pp | 67.2%-56.7pp |
| Annual return | 12.75% | 24.92%-12.2pp | 1705.95%-1693.2pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $62 | $609-89.8% | $1,039-94.0% | $2,624-97.6% |
| Participant deferral / active EE | $560 | $1,174-52.3% | $1,952-71.3% | $4,348-87.1% |
| Admin fee / account holder | $1,810 | $2,361-23.3% | $2,822-35.9% | $1,944-6.9% |