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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 | $59,304 | $59,456-0.3% | $93,669-36.7% | $74,429-20.3% |
| Participation rate | 60.8% | 59.6%+1.1pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 14.58% | 82.00%-67.4pp | 133.59%-119.0pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $225 | $1,266-82.2% | $2,424-90.7% | $2,625-91.4% |
| Participant deferral / active EE | $3,974 | $3,052+30.2% | $4,416-10.0% | $4,348-8.6% |
| Admin fee / account holder | $16,975 | $3,026+461.0% | $8,291+104.7% | $1,944+773.0% |