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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 | $31,769 | $124,330-74.4% | $109,173-70.9% | $167,536-81.0% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 9643.23% | 26.04%+9617.2pp | 25.75%+9617.5pp | 478.82%+9164.4pp |
| Employer contribution / active EE | $336 | $4,209-92.0% | $3,723-91.0% | $4,839-93.0% |
| Participant deferral / active EE | $2,589 | $5,256-50.7% | $4,654-44.4% | $6,342-59.2% |
| Admin fee / account holder | $429 | $7,974-94.6% | $6,755-93.6% | $12,315-96.5% |