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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 | $31,906 | $55,470-42.5% | $155,556-79.5% | $74,478-57.2% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 21.03% | 269.80%-248.8pp | 64.84%-43.8pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $75 | $2,267-96.7% | $4,675-98.4% | $2,626-97.2% |
| Participant deferral / active EE | $1,086 | $2,838-61.7% | $5,631-80.7% | $4,350-75.0% |
| Admin fee / account holder | $11,098 | $1,744+536.3% | $15,885-30.1% | $1,946+470.4% |