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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 | $42,739 | $55,470-23.0% | $155,556-72.5% | $74,478-42.6% |
| Participation rate | 21.2% | 61.9%-40.7pp | 78.2%-57.0pp | 67.2%-46.0pp |
| Annual return | 11.16% | 269.80%-258.6pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $333 | $2,267-85.3% | $4,675-92.9% | $2,626-87.3% |
| Participant deferral / active EE | $1,146 | $2,838-59.6% | $5,631-79.6% | $4,350-73.6% |
| Admin fee / account holder | $7,820 | $1,744+348.4% | $15,885-50.8% | $1,946+301.9% |