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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 | $30,437+142.7% | $56,033+31.8% | $74,459-0.8% |
| Participation rate | 10.5% | 32.9%-22.4pp | 52.5%-42.0pp | 67.2%-56.8pp |
| Annual return | 12.75% | 24.96%-12.2pp | 1711.38%-1698.6pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $62 | $610-89.8% | $1,041-94.0% | $2,626-97.6% |
| Participant deferral / active EE | $560 | $1,176-52.4% | $1,954-71.3% | $4,350-87.1% |
| Admin fee / account holder | $1,810 | $2,363-23.4% | $2,827-36.0% | $1,945-6.9% |