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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 | $64,053 | $60,393+6.1% | $81,820-21.7% | $74,429-13.9% |
| Participation rate | 28.7% | 62.9%-34.2pp | 72.4%-43.7pp | 67.2%-38.5pp |
| Annual return | 12.74% | 16.89%-4.2pp | 777.93%-765.2pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $262 | $2,626-90.0% | $2,915-91.0% | $2,625-90.0% |
| Participant deferral / active EE | $1,567 | $3,397-53.9% | $4,323-63.8% | $4,348-64.0% |
| Admin fee / account holder | $11,619 | $1,491+679.5% | $7,391+57.2% | $1,944+497.6% |